Filed April 20, 2007
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $154,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $46,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,563 | $95,918-16.0% | $151,611-46.9% | $77,904+3.4% |
| Participation rate | 95.4% | 88.7%+6.7pp | 87.5%+7.9pp | 73.7%+21.7pp |
| Annual return | -12.71% | -5.50%-7.2pp | 3.33%-16.0pp | 12.21%-24.9pp |
| Employer contribution / active EE | $2,849 | $4,330-34.2% | $6,166-53.8% | $2,8480% |
| Participant deferral / active EE | $6,292 | $7,508-16.2% | $8,363-24.8% | $4,806+30.9% |
| Admin fee / account holder | $124 | $93+32.6% | $11,616-98.9% | $133-6.7% |