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 | $1,309 |
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 | $117,734 | $67,606+74.1% | $82,313+43.0% | $70,131+67.9% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 23.67% | 21.57%+2.1pp | 25.88%-2.2pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,242 | $1,755-29.2% | $2,428-48.9% | $2,342-47.0% |
| Participant deferral / active EE | $7,079 | $2,987+137.0% | $3,706+91.0% | $3,332+112.5% |
| Admin fee / account holder | $54 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |