Filed April 21, 2016
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 | $4,822 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY3+ 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 | $24,703 | $55,453-55.5% | $170,442-85.5% | $62,292-60.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 17.15% | 21.38%-4.2pp | 205.93%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,193 | $2,164-44.9% | $5,433-78.0% | $2,042-41.6% |
| Participant deferral / active EE | $3,243 | $2,303+40.8% | $4,939-34.3% | $3,169+2.3% |
| Admin fee / account holder | $30 | $455-93.4% | $13,880-99.8% | $479-93.7% |