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 | $1,479 |
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 | $71,519 | $54,762+30.6% | $90,281-20.8% | $72,985-2.0% |
| Participation rate | 84.4% | 65.1%+19.3pp | 73.3%+11.2pp | 69.5%+15.0pp |
| Annual return | 19.15% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,344 | $2,092+12.0% | $2,854-17.9% | $2,440-3.9% |
| Participant deferral / active EE | $5,229 | $2,887+81.1% | $3,885+34.6% | $3,607+44.9% |
| Admin fee / account holder | $14 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |