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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,449 | $45,152-79.1% | $73,843-87.2% | $59,632-84.2% |
| Participation rate | 66.0% | 64.0%+1.9pp | 73.4%-7.5pp | 68.7%-2.7pp |
| Annual return | 0.93% | 27.40%-26.5pp | 2267.84%-2266.9pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $560 | $1,902-70.5% | $2,787-79.9% | $2,203-74.6% |
| Participant deferral / active EE | $809 | $2,574-68.6% | $3,583-77.4% | $3,192-74.6% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |