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 8-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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,850 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,846 | $61,156-70.8% | $185,823-90.4% | $79,386-77.5% |
| Participation rate | 86.0% | 66.6%+19.4pp | 81.7%+4.3pp | 70.7%+15.3pp |
| Annual return | 28.35% | 19.45%+8.9pp | 122.05%-93.7pp | 116.85%-88.5pp |
| Employer contribution / active EE | $556 | $2,321-76.0% | $5,167-89.2% | $2,427-77.1% |
| Participant deferral / active EE | $1,987 | $2,789-28.7% | $5,568-64.3% | $4,046-50.9% |
| Admin fee / account holder | $49 | $710-93.0% | $16,237-99.7% | $626-92.1% |