Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 14-1836262 | Contract Administrator | $18,105 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $17,505 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,593 |
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 | $88,842 | $100,041-11.2% | $149,718-40.7% | $70,131+26.7% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 19.76% | 27.43%-7.7pp | 1501.63%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,830 | $3,662-22.7% | $5,445-48.0% | $2,342+20.8% |
| Participant deferral / active EE | $4,632 | $4,983-7.0% | $6,569-29.5% | $3,332+39.0% |
| Admin fee / account holder | $47 | $8,286-99.4% | $11,283-99.6% | $4,645-99.0% |