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 | $70 |
WELLS FARGO BANK, N.A.2+ 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 | $158,302 | $56,640+179.5% | $80,975+95.5% | $57,658+174.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 6.92% | 19.97%-13.0pp | 17.10%-10.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,104 | $2,085+96.8% | $3,714+10.5% | $1,974+107.9% |
| Participant deferral / active EE | $8,762 | $4,944+77.2% | $5,696+53.8% | $3,061+186.3% |
| Admin fee / account holder | $0 | $87-99.9% | $5,516-100.0% | $95-99.9% |