Filed October 17, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES Service code 49 · EIN 36-4317981 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $19,219 | $46,360-58.5% | $147,614-87.0% | $52,331-63.3% |
| Participation rate | 79.0% | 64.9%+14.0pp | 84.6%-5.6pp | 68.1%+10.9pp |
| Annual return | 19.57% | 1.62%+18.0pp | 61.98%-42.4pp | 4.54%+15.0pp |
| Employer contribution / active EE | $1,609 | $2,126-24.3% | $5,564-71.1% | $1,882-14.5% |
| Participant deferral / active EE | $1,318 | $2,258-41.6% | $4,895-73.1% | $3,022-56.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |