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 | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,214 | $45,382-24.6% | $154,107-77.8% | $75,289-54.6% |
| Participation rate | 40.8% | 65.9%-25.1pp | 83.0%-42.3pp | 72.4%-31.7pp |
| Annual return | 9.20% | -0.47%+9.7pp | 735.12%-725.9pp | -0.04%+9.2pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,229 | $2,384-48.4% | $5,081-75.8% | $3,739-67.1% |
| Admin fee / account holder | $61 | $89-32.0% | $13,411-99.5% | $102-40.6% |