Filed January 11, 2006
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: MASSACHUSETTES MUTUAL LIFE Service code 52 · EIN 04-1590850 INSURANCE COMPANY · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $941,741 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $16,700 |
SAGE, RUTTY AND CO., INC.1+ years Filed as: SAGE RUTTY & CO., INC Service code 27 | Advisory (Plan) | $3,179 |
Filed as: MASSACHUSETTS LIFE INSURANCE COMPAN Service code 60 | Sub-TA Fees | $0 |
SAGE, RUTTY AND CO., INC.1+ years Filed as: SAGE RUTTY & CO., INC. Service code 27 · EIN 16-0620690 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,476 | $54,320-16.3% | $67,652-32.8% | $52,331-13.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -3.84% | 6.81%-10.7pp | 6625.04%-6628.9pp | 4.54%-8.4pp |
| Employer contribution / active EE | $981 | $1,544-36.4% | $2,266-56.7% | $1,882-47.9% |
| Participant deferral / active EE | $2,776 | $2,950-5.9% | $3,560-22.0% | $3,022-8.1% |
| Admin fee / account holder | $57 | $527-89.1% | $4,821-98.8% | $592-90.3% |