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 | $3,323 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,385 | $47,977-51.3% | $154,107-84.8% | $56,287-58.5% |
| Participation rate | 54.0% | 66.2%-12.1pp | 83.0%-29.0pp | 69.9%-15.8pp |
| Annual return | -7.44% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $755 | $2,169-65.2% | $5,298-85.8% | $2,111-64.3% |
| Participant deferral / active EE | $2,073 | $2,392-13.3% | $5,081-59.2% | $3,350-38.1% |
| Admin fee / account holder | $21 | $438-95.3% | $13,411-99.8% | $521-96.1% |