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 | $3,675 |
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 | $70,036 | $52,293+33.9% | $178,490-60.8% | $73,409-4.6% |
| Participation rate | 74.5% | 65.3%+9.2pp | 81.9%-7.4pp | 72.2%+2.3pp |
| Annual return | 12.87% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,190 | $1,735+26.2% | $5,011-56.3% | $2,234-1.9% |
| Participant deferral / active EE | $2,811 | $2,332+20.5% | $5,202-46.0% | $3,805-26.1% |
| Admin fee / account holder | $11 | $127-91.2% | $13,984-99.9% | $158-92.9% |