Filed August 5, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,275 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return 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 | $51,493 | $63,156-18.5% | $122,332-57.9% | $62,292-17.3% |
| Participation rate | 89.9% | 60.0%+29.9pp | 71.6%+18.3pp | 69.5%+20.4pp |
| Annual return | 11.48% | 20.61%-9.1pp | 30.27%-18.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $872 | $1,385-37.0% | $4,050-78.5% | $2,042-57.3% |
| Participant deferral / active EE | $3,628 | $2,321+56.3% | $3,287+10.4% | $3,169+14.5% |
| Admin fee / account holder | $18 | $440-95.8% | $5,478-99.7% | $479-96.2% |