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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,499 | $46,297-49.2% | $71,671-67.2% | $62,292-62.3% |
| Participation rate | 43.1% | 60.6%-17.6pp | 68.7%-25.7pp | 69.5%-26.4pp |
| Annual return | 18.18% | 22.32%-4.1pp | 20.65%-2.5pp | 28.90%-10.7pp |
| Employer contribution / active EE | $436 | $1,412-69.1% | $2,460-82.3% | $2,042-78.6% |
| Participant deferral / active EE | $901 | $2,235-59.7% | $3,438-73.8% | $3,169-71.6% |
| Admin fee / account holder | $12 | $461-97.4% | $5,558-99.8% | $479-97.5% |