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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.
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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: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,779 |
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.
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 | $49,320 | $98,982-50.2% | $162,163-69.6% | $65,185-24.3% |
| Participation rate | 50.8% | 85.8%-34.9pp | 87.6%-36.7pp | 70.2%-19.4pp |
| Annual return | 22.54% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,088 | $3,467-68.6% | $5,614-80.6% | $2,177-50.0% |
| Participant deferral / active EE | $3,599 | $5,384-33.2% | $7,298-50.7% | $3,514+2.4% |
| Admin fee / account holder | $31 | $596-94.9% | $10,843-99.7% | $847-96.4% |