Filed December 21, 2009
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 15 · EIN 04-1590850 | Recordkeeping | $2,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,709 | $37,196-33.6% | $154,107-84.0% | $55,725-55.7% |
| Participation rate | 89.6% | 64.1%+25.5pp | 83.0%+6.5pp | 70.9%+18.7pp |
| Annual return | 10.73% | 1319.68%-1308.9pp | 735.12%-724.4pp | 244.93%-234.2pp |
| Employer contribution / active EE | $78 | $1,614-95.2% | $5,298-98.5% | $2,078-96.3% |
| Participant deferral / active EE | $2,261 | $2,068+9.3% | $5,081-55.5% | $3,356-32.6% |
| Admin fee / account holder | $7 | $102-92.8% | $13,411-99.9% | $115-93.7% |