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 | $941 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $105,530 | $43,133+144.7% | $89,391+18.1% | $73,488+43.6% |
| Participation rate | 49.1% | 55.0%-5.8pp | 68.0%-18.8pp | 70.7%-21.5pp |
| Annual return | 17.50% | 135.66%-118.2pp | 245.62%-228.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,351 | $1,438-6.1% | $2,586-47.8% | $2,270-40.5% |
| Participant deferral / active EE | $3,804 | $2,445+55.6% | $3,890-2.2% | $3,740+1.7% |
| Admin fee / account holder | $16 | $444-96.3% | $4,881-99.7% | $513-96.8% |