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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 | $485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,870 | $62,586+59.6% | $76,768+30.1% | $64,186+55.6% |
| Participation rate | 42.3% | 72.8%-30.6pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | -1.32% | -1.95%+0.6pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,537 | $3,145-51.1% | $3,852-60.1% | $3,470-55.7% |
| Admin fee / account holder | $15 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |