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: MASSCHUSETTS MUTUAL LIFE INS. Service code 52 · EIN 04-1590850 1500 MAIN STREET · SPRINGFIELD, MA 01115 | Indirect Investment Fees | $8,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,062 | $58,879-65.9% | $178,490-88.8% | $73,488-72.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 81.9%-56.9pp | 70.7%-45.7pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $253 | $2,236-88.7% | $5,011-95.0% | $2,270-88.9% |
| Participant deferral / active EE | $989 | $2,567-61.5% | $5,202-81.0% | $3,740-73.5% |
| Admin fee / account holder | $51 | $400-87.1% | $13,984-99.6% | $513-90.0% |