Filed May 14, 2006 (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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $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 | $152,492 | $55,182+176.3% | $73,307+108.0% | $55,191+176.3% |
| Participation rate | 97.2% | 73.9%+23.3pp | 74.9%+22.3pp | 69.2%+28.0pp |
| Annual return | 2.43% | 8.55%-6.1pp | 5.67%-3.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $3,742 | $1,935+93.4% | $3,237+15.6% | $1,899+97.1% |
| Participant deferral / active EE | $8,252 | $4,641+77.8% | $4,991+65.3% | $3,046+170.9% |
| Admin fee / account holder | $0 | $68-99.8% | $5,637-100.0% | $91-99.8% |