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 | $25,654 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 | Contract Administrator | $8,473 |
HOYT, FILIPPETTI & MALAGHAN LLC4+ years Service code 50 · EIN 20-1696994 | Direct Payment | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,750 | $23,119+54.6% | $71,086-49.7% | $75,289-52.5% |
| Participation rate | 30.6% | 36.3%-5.8pp | 54.7%-24.1pp | 72.4%-41.8pp |
| Annual return | -3.17% | -3.32%+0.1pp | 650.59%-653.8pp | -0.04%-3.1pp |
| Employer contribution / active EE | $180 | $399-54.8% | $1,088-83.4% | $2,405-92.5% |
| Participant deferral / active EE | $1,035 | $960+7.8% | $1,874-44.8% | $3,739-72.3% |
| Admin fee / account holder | $63 | $89-29.3% | $3,082-97.9% | $102-38.2% |