Filed October 31, 2020 (most recent of 10 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,163 | $44,989-64.1% | $170,442-90.5% | $77,958-79.3% |
| Participation rate | 68.5% | 64.6%+3.9pp | 83.6%-15.1pp | 71.6%-3.1pp |
| Annual return | 10.46% | 19.61%-9.1pp | 205.93%-195.5pp | 20.87%-10.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,156 | $2,208-47.6% | $4,939-76.6% | $3,537-67.3% |
| Admin fee / account holder | $32 | $69-53.8% | $13,880-99.8% | $97-67.3% |