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 | $10,907 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,020 | $88,515-70.6% | $162,163-84.0% | $67,579-61.5% |
| Participation rate | 84.9% | 86.8%-1.9pp | 87.6%-2.7pp | 71.3%+13.6pp |
| Annual return | 28.35% | 27.04%+1.3pp | 115.59%-87.2pp | 378.56%-350.2pp |
| Employer contribution / active EE | $1,076 | $3,563-69.8% | $5,614-80.8% | $2,148-49.9% |
| Participant deferral / active EE | $3,796 | $5,724-33.7% | $7,298-48.0% | $3,539+7.2% |
| Admin fee / account holder | $15 | $124-87.7% | $10,843-99.9% | $142-89.3% |