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 | $31,909 |
Filed as: MASSACHUSETTS LIFE INSURANCE COMPAN Service code 60 | Sub-TA Fees | $0 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $0 |
SAGE, RUTTY AND CO., INC.2+ years Filed as: SAGE RUTTY & CO., INC Service code 27 | Advisory (Plan) | $0 |
SAGE, RUTTY AND CO., INC.2+ years Filed as: SAGE RUTTY & CO., INC. Service code 27 · EIN 16-0620690 | Advisory (Plan) | $0 |
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 | $52,908 | $60,165-12.1% | $74,183-28.7% | $55,167-4.1% |
| Participation rate | 98.6% | 74.2%+24.4pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 8.36% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $780 | $1,600-51.3% | $2,370-67.1% | $1,963-60.3% |
| Participant deferral / active EE | $4,012 | $2,973+35.0% | $3,550+13.0% | $3,054+31.4% |
| Admin fee / account holder | $190 | $419-54.7% | $5,586-96.6% | $504-62.3% |