Filed February 25, 2006 (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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $77,173 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 50 · EIN 84-0591534 | Direct Payment | $43,101 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $182 |
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 | $108,095 | $68,413+58.0% | $123,104-12.2% | $55,191+95.9% |
| Participation rate | 92.8% | 84.5%+8.2pp | 86.8%+6.0pp | 69.2%+23.6pp |
| Annual return | -0.51% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $5,663 | $3,050+85.7% | $5,151+9.9% | $1,899+198.3% |
| Participant deferral / active EE | $4,404 | $4,490-1.9% | $6,230-29.3% | $3,046+44.6% |
| Admin fee / account holder | $184 | $88+109.5% | $9,015-98.0% | $91+102.7% |