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 | $1,055 |
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 | $51,777 | $53,127-2.5% | $86,590-40.2% | $70,131-26.2% |
| Participation rate | 95.1% | 65.3%+29.8pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 13.81% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,616 | $2,068+26.5% | $2,839-7.9% | $2,342+11.7% |
| Participant deferral / active EE | $5,303 | $2,696+96.7% | $3,609+47.0% | $3,332+59.2% |
| Admin fee / account holder | $9 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |