Filed October 21, 1994
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 7-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 MUUAL LIFE INS., CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,698 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1+ years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
CALVERT1+ years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
EATON VANCE1+ years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT1+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1+ years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,230 | $37,196-42.9% | $154,107-86.2% | $55,725-61.9% |
| Participation rate | 24.3% | 64.1%-39.8pp | 83.0%-58.7pp | 70.9%-46.5pp |
| Annual return | -5.83% | 1319.68%-1325.5pp | 735.12%-740.9pp | 244.93%-250.8pp |
| Employer contribution / active EE | $316 | $1,614-80.4% | $5,298-94.0% | $2,078-84.8% |
| Participant deferral / active EE | $616 | $2,068-70.2% | $5,081-87.9% | $3,356-81.6% |
| Admin fee / account holder | $107 | $102+4.9% | $13,411-99.2% | $115-7.5% |