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 | $42,795 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $16,668 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $432 |
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 | $27,164 | $44,989-39.6% | $170,442-84.1% | $77,958-65.2% |
| Participation rate | 73.3% | 64.6%+8.7pp | 83.6%-10.3pp | 71.6%+1.7pp |
| Annual return | 16.33% | 19.61%-3.3pp | 205.93%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,544 | $2,208+15.3% | $4,939-48.5% | $3,537-28.1% |
| Admin fee / account holder | $22 | $69-68.3% | $13,880-99.8% | $97-77.5% |