Filed July 19, 2012 (most recent of 3 filings on file)
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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $17,058 |
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 | $40,547 | $71,802-43.5% | $133,980-69.7% | $57,658-29.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 9.18% | 13.51%-4.3pp | 29.30%-20.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,149 | $3,161-0.4% | $5,211-39.6% | $1,974+59.6% |
| Participant deferral / active EE | $4,362 | $4,606-5.3% | $6,282-30.6% | $3,061+42.5% |
| Admin fee / account holder | $43 | $88-51.0% | $9,324-99.5% | $95-54.5% |