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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.
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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 LIFE INSURANCE COMPANY Service code 11 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Actuarial | $15,347 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,775 | $55,449-62.5% | $83,848-75.2% | $56,287-63.1% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -3.99% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $195 | $2,430-92.0% | $3,631-94.6% | $2,111-90.8% |
| Participant deferral / active EE | $2,225 | $2,935-24.2% | $4,082-45.5% | $3,350-33.6% |
| Admin fee / account holder | -$21 | $656-103.2% | $5,478-100.4% | $521-104.0% |