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 | $15,116 |
Filed as: MML INSURANCE AGENCY LLC Service code 15 · EIN 04-3109325 | Recordkeeping | $0 |
Annual investment return 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 | $31,464 | $52,953-40.6% | $172,739-81.8% | $65,185-51.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 6.09% | 30.12%-24.0pp | 802.84%-796.8pp | 29.38%-23.3pp |
| Employer contribution / active EE | $948 | $2,190-56.7% | $5,143-81.6% | $2,177-56.5% |
| Participant deferral / active EE | $4,947 | $2,471+100.2% | $5,198-4.8% | $3,514+40.8% |
| Admin fee / account holder | $44 | $472-90.7% | $13,954-99.7% | $847-94.8% |