Filed September 6, 2008 (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 | $43,557 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,788 | $39,859-52.9% | $78,689-76.1% | $57,658-67.4% |
| Participation rate | 62.2% | 66.1%-3.9pp | 73.6%-11.3pp | 70.2%-8.0pp |
| Annual return | -1.70% | 18.96%-20.7pp | 62.18%-63.9pp | 5.13%-6.8pp |
| Employer contribution / active EE | $163 | $1,786-90.9% | $2,851-94.3% | $1,974-91.8% |
| Participant deferral / active EE | $1,345 | $2,248-40.2% | $3,517-61.8% | $3,061-56.1% |
| Admin fee / account holder | $77 | $76+0.5% | $4,510-98.3% | $95-19.0% |