Filed August 29, 2013
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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,577 | $46,732-47.4% | $156,549-84.3% | $55,167-55.5% |
| Participation rate | 88.2% | 65.8%+22.4pp | 84.0%+4.2pp | 69.0%+19.2pp |
| Annual return | 4.47% | 17.72%-13.2pp | 32.23%-27.8pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,227 | $2,105-41.7% | $5,501-77.7% | $1,963-37.5% |
| Participant deferral / active EE | $3,027 | $2,204+37.3% | $4,871-37.8% | $3,054-0.9% |
| Admin fee / account holder | $15 | $418-96.5% | $13,027-99.9% | $504-97.1% |