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 | $0 |
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 | $89,398 | $91,190-2.0% | $178,490-49.9% | $79,858+11.9% |
| Participation rate | 83.5% | 69.2%+14.3pp | 81.9%+1.6pp | 69.6%+13.9pp |
| Annual return | 14.24% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,340 | $3,256+2.6% | $5,011-33.3% | $2,471+35.2% |
| Participant deferral / active EE | $2,986 | $3,236-7.7% | $5,202-42.6% | $3,740-20.2% |
| Admin fee / account holder | $583 | $6,751-91.4% | $13,984-95.8% | $5,306-89.0% |