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 | $18 |
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 | $28,194 | $45,000-37.3% | $143,757-80.4% | $77,904-63.8% |
| Participation rate | 47.2% | 66.8%-19.6pp | 80.3%-33.1pp | 73.7%-26.5pp |
| Annual return | -14.90% | 29.03%-43.9pp | -0.04%-14.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,694 | $3,157-46.3% | $5,637-69.9% | $4,806-64.7% |
| Admin fee / account holder | $101 | $98+3.0% | $14,673-99.3% | $133-23.5% |