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 | $42,874 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOUTIONS LLCL Service code 27 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,408 | $69,362-69.1% | $101,248-78.9% | $73,488-70.9% |
| Participation rate | 77.1% | 68.4%+8.7pp | 75.8%+1.3pp | 70.7%+6.4pp |
| Annual return | 17.39% | 18.46%-1.1pp | 46.47%-29.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,405 | $2,628-46.5% | $3,660-61.6% | $2,270-38.1% |
| Participant deferral / active EE | $2,463 | $3,300-25.4% | $4,370-43.6% | $3,740-34.1% |
| Admin fee / account holder | $217 | $704-69.1% | $5,945-96.3% | $513-57.7% |