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 | $2,188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,257 | $47,922+23.7% | $75,886-21.9% | $65,185-9.1% |
| Participation rate | 97.3% | 63.0%+34.3pp | 69.3%+28.0pp | 70.2%+27.1pp |
| Annual return | 25.05% | 24.12%+0.9pp | 30.76%-5.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,185 | $2,550+142.6% | $3,603+71.7% | $3,514+76.0% |
| Admin fee / account holder | $14 | $532-97.3% | $5,418-99.7% | $847-98.3% |