Filed October 18, 2018 (most recent of 2 filings on file)
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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,005 |
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 | $60,741 | $62,928-3.5% | $172,739-64.8% | $67,579-10.1% |
| Participation rate | 72.1% | 64.5%+7.6pp | 82.6%-10.5pp | 71.3%+0.8pp |
| Annual return | 16.42% | 30.36%-13.9pp | 802.84%-786.4pp | 378.56%-362.1pp |
| Employer contribution / active EE | $2,003 | $1,636+22.4% | $5,143-61.1% | $2,148-6.7% |
| Participant deferral / active EE | $2,632 | $2,145+22.7% | $5,198-49.4% | $3,539-25.6% |
| Admin fee / account holder | $19 | $167-88.8% | $13,954-99.9% | $142-86.9% |