Filed March 12, 2007 (most recent of 2 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 | $33,560 |
HOYT, FILIPPETTI & MALAGHAN LLC2+ years Service code 50 · EIN 20-1696994 | Direct Payment | $2,700 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,883 | $22,291+52.0% | $69,182-51.0% | $63,975-47.0% |
| Participation rate | 28.8% | 35.3%-6.5pp | 55.1%-26.3pp | 71.1%-42.3pp |
| Annual return | 6.71% | 9.30%-2.6pp | -21.93%+28.6pp | 48.65%-41.9pp |
| Employer contribution / active EE | $180 | $325-44.8% | $1,206-85.1% | $2,182-91.8% |
| Participant deferral / active EE | $982 | $808+21.6% | $1,897-48.2% | $3,356-70.7% |
| Admin fee / account holder | $87 | $73+18.8% | $2,697-96.8% | $70+23.2% |