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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $33,093 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,821 | $47,898-12.7% | $117,472-64.4% | $64,808-35.5% |
| Participation rate | 42.7% | 61.9%-19.2pp | 70.6%-27.9pp | 71.5%-28.8pp |
| Annual return | -16.40% | -15.54%-0.9pp | 29.74%-46.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $640 | $1,774-63.9% | $4,176-84.7% | $2,506-74.5% |
| Participant deferral / active EE | $2,208 | $3,151-29.9% | $4,070-45.8% | $4,310-48.8% |
| Admin fee / account holder | $176 | $132+33.8% | $5,645-96.9% | $188-6.1% |