See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,751 | $55,453-50.0% | $170,442-83.7% | $62,292-55.5% |
| Participation rate | 63.4% | 66.4%-2.9pp | 83.6%-20.2pp | 69.5%-6.1pp |
| Annual return | 13.29% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $879 | $2,164-59.4% | $5,433-83.8% | $2,042-57.0% |
| Participant deferral / active EE | $1,577 | $2,303-31.5% | $4,939-68.1% | $3,169-50.2% |
| Admin fee / account holder | $30 | $455-93.3% | $13,880-99.8% | $479-93.7% |