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 | $38,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,019 | $60,124+26.4% | $90,404-15.9% | $79,858-4.8% |
| Participation rate | 84.3% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 10.84% | 71.94%-61.1pp | 1293.02%-1282.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,363 | $2,068+14.3% | $3,262-27.6% | $2,471-4.4% |
| Participant deferral / active EE | $5,563 | $2,938+89.3% | $3,963+40.4% | $3,740+48.7% |
| Admin fee / account holder | $361 | $3,976-90.9% | $5,611-93.6% | $5,306-93.2% |