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 | $140 |
Filed as: MML INSURANCE AGENCY LLC Service code 15 · EIN 04-3109325 | Recordkeeping | $0 |
Filed as: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,063 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 54.7% | 65.3%-10.7pp | 81.9%-27.3pp | 72.2%-17.5pp |
| Annual return | 7.12% | 34.75%-27.6pp | 151.07%-144.0pp | 59.29%-52.2pp |
| Employer contribution / active EE | $445 | $1,735-74.3% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $2,185 | $2,332-6.3% | $5,202-58.0% | $3,805-42.6% |
| Admin fee / account holder | $65 | $127-49.1% | $13,984-99.5% | $158-58.9% |