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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: MASS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $490 |
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.
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 | $15,197 | $60,545-74.9% | $92,233-83.5% | $69,631-78.2% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.5%-23.2pp | 70.7%-17.4pp |
| Annual return | 17.52% | 19.71%-2.2pp | 176.28%-158.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $351 | $2,633-86.7% | $3,679-90.5% | $2,032-82.7% |
| Participant deferral / active EE | $1,231 | $2,828-56.5% | $3,897-68.4% | $3,224-61.8% |
| Admin fee / account holder | $6 | $145-96.0% | $5,194-99.9% | $110-94.8% |