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 | $4,126 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
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 | $50,972 | $46,722+9.1% | $130,648-61.0% | $65,185-21.8% |
| Participation rate | 70.0% | 60.9%+9.1pp | 71.7%-1.7pp | 70.2%-0.2pp |
| Annual return | 14.27% | 24.17%-9.9pp | 1708.96%-1694.7pp | 29.38%-15.1pp |
| Employer contribution / active EE | $698 | $1,488-53.0% | $4,092-82.9% | $2,177-67.9% |
| Participant deferral / active EE | $2,783 | $2,545+9.3% | $3,603-22.7% | $3,514-20.8% |
| Admin fee / account holder | $32 | $453-93.0% | $5,464-99.4% | $847-96.3% |