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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $9,758 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,600 | $85,202-10.1% | $172,739-55.7% | $72,985+5.0% |
| Participation rate | 86.6% | 70.1%+16.5pp | 82.6%+4.0pp | 69.5%+17.1pp |
| Annual return | 16.33% | 27.32%-11.0pp | 802.84%-786.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $3,608 | $3,324+8.5% | $5,143-29.8% | $2,440+47.9% |
| Participant deferral / active EE | $2,649 | $3,260-18.7% | $5,198-49.0% | $3,607-26.6% |
| Admin fee / account holder | $419 | $5,884-92.9% | $13,954-97.0% | $5,124-91.8% |