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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.
See the 8-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: MASSACHUSETTS MUTAL LIFE INS CO Service code 99 · EIN 04-1590850 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,811 | $54,573-19.7% | $90,951-51.8% | $73,488-40.4% |
| Participation rate | 35.0% | 61.2%-26.1pp | 69.0%-34.0pp | 70.7%-35.6pp |
| Annual return | 10.48% | 16.69%-6.2pp | 134.60%-124.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,617 | $2,517+4.0% | $3,373-22.4% | $3,740-30.0% |
| Admin fee / account holder | $15 | $521-97.1% | $5,959-99.7% | $513-97.1% |