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 49 · EIN 04-1590850 | Other Services | $123,979 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
PAMASSUS1 year Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | 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 | $206,595 | $69,231+198.4% | $91,989+124.6% | $67,579+205.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 23.41% | 32.03%-8.6pp | 69.02%-45.6pp | 378.56%-355.1pp |
| Employer contribution / active EE | $5,498 | $2,284+140.7% | $3,452+59.3% | $2,148+156.0% |
| Participant deferral / active EE | $10,756 | $5,854+83.7% | $5,923+81.6% | $3,539+203.9% |
| Admin fee / account holder | $206 | $107+91.4% | $7,743-97.3% | $142+44.5% |