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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $11,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,465 | $70,908-3.4% | $98,907-30.8% | $73,488-6.8% |
| Participation rate | 51.8% | 73.8%-22.0pp | 76.0%-24.2pp | 70.7%-18.9pp |
| Annual return | 14.37% | 34.17%-19.8pp | 196.43%-182.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $967 | $2,036-52.5% | $2,689-64.0% | $2,270-57.4% |
| Participant deferral / active EE | $1,614 | $3,500-53.9% | $4,244-62.0% | $3,740-56.8% |
| Admin fee / account holder | $141 | $535-73.6% | $6,642-97.9% | $513-72.5% |