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 | $33,416 |
PASI, LLC2 years Service code 13 · EIN 26-1407927 | Contract Administrator | $7,467 |
HOYT, FILIPPETTI & MALAGHAN LLC3+ years Service code 50 · EIN 20-1696994 | Direct Payment | $4,850 |
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 | $38,559 | $25,165+53.2% | $73,545-47.6% | $77,958-50.5% |
| Participation rate | 29.5% | 36.6%-7.2pp | 54.9%-25.5pp | 71.6%-42.2pp |
| Annual return | 14.30% | 18.12%-3.8pp | -15.16%+29.5pp | 20.87%-6.6pp |
| Employer contribution / active EE | $181 | $395-54.4% | $1,219-85.2% | $2,310-92.2% |
| Participant deferral / active EE | $969 | $898+7.9% | $1,806-46.4% | $3,537-72.6% |
| Admin fee / account holder | $91 | $76+20.3% | $2,320-96.1% | $97-6.4% |