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 CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,684 |
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 | $24,961 | $42,546-41.3% | $71,796-65.2% | $55,167-54.8% |
| Participation rate | 42.4% | 59.1%-16.7pp | 69.1%-26.7pp | 69.0%-26.6pp |
| Annual return | 15.70% | 12.36%+3.3pp | 78.04%-62.3pp | 169.23%-153.5pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,560 | $2,064-24.4% | $2,794-44.2% | $3,054-48.9% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |