Filed October 5, 1992
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 INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $36,021 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 WEST COURTYARD DR. STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $12,332 |
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 | $60,867 | $65,223-6.7% | $80,019-23.9% | $55,725+9.2% |
| Participation rate | 90.6% | 80.6%+10.1pp | 75.8%+14.8pp | 70.9%+19.8pp |
| Annual return | -0.46% | 7.59%-8.1pp | 11.22%-11.7pp | 244.93%-245.4pp |
| Employer contribution / active EE | $1,270 | $2,544-50.1% | $2,468-48.5% | $2,078-38.9% |
| Participant deferral / active EE | $3,573 | $3,881-7.9% | $3,686-3.0% | $3,356+6.5% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |