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 8-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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,668 | $52,884-55.2% | $84,750-72.1% | $55,167-57.1% |
| Participation rate | 26.6% | 67.5%-40.9pp | 76.6%-50.0pp | 69.0%-42.4pp |
| Annual return | 8.59% | 18.03%-9.4pp | 22.78%-14.2pp | 169.23%-160.6pp |
| Employer contribution / active EE | $654 | $2,233-70.7% | $3,574-81.7% | $1,963-66.7% |
| Participant deferral / active EE | $817 | $2,644-69.1% | $3,712-78.0% | $3,054-73.2% |
| Admin fee / account holder | $57 | $581-90.1% | $5,332-98.9% | $504-88.6% |