Filed April 15, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,548 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,792 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $504 |
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 | $23,796 | $36,916-35.5% | $156,549-84.8% | $57,658-58.7% |
| Participation rate | 67.1% | 63.4%+3.7pp | 84.0%-16.9pp | 70.2%-3.1pp |
| Annual return | 7.69% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1 | $1,571-99.9% | $5,501-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $2,333 | $1,926+21.2% | $4,871-52.1% | $3,061-23.8% |
| Admin fee / account holder | $21 | $82-74.2% | $13,027-99.8% | $95-77.5% |