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 15 · EIN 04-1590850 | Recordkeeping | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,819 | $81,474+18.8% | $133,956-27.7% | $73,488+31.7% |
| Participation rate | 62.0% | 76.4%-14.3pp | 79.8%-17.8pp | 70.7%-8.6pp |
| Annual return | 13.76% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $799 | $2,209-63.8% | $3,919-79.6% | $2,270-64.8% |
| Participant deferral / active EE | $3,782 | $3,786-0.1% | $5,048-25.1% | $3,740+1.1% |
| Admin fee / account holder | $21 | $713-97.1% | $8,927-99.8% | $513-96.0% |