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 | $50 |
WELLS FARGO BANK, N.A.3+ 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 | $177,498 | $65,592+170.6% | $90,160+96.9% | $69,631+154.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 19.29% | 57.10%-37.8pp | 34.88%-15.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $4,333 | $2,193+97.6% | $3,318+30.6% | $2,032+113.2% |
| Participant deferral / active EE | $9,299 | $5,257+76.9% | $5,288+75.9% | $3,224+188.5% |
| Admin fee / account holder | $0 | $86-99.9% | $5,943-100.0% | $110-99.9% |