Filed September 3, 2013 (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 |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $115,318 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,120 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,168 | $64,286-26.6% | $106,387-55.7% | $55,725-15.4% |
| Participation rate | 93.4% | 75.2%+18.2pp | 77.5%+15.9pp | 70.9%+22.5pp |
| Annual return | -3.97% | 0.84%-4.8pp | 0.25%-4.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,032 | $2,367-14.1% | $3,520-42.3% | $2,078-2.2% |
| Participant deferral / active EE | $3,731 | $4,158-10.3% | $5,421-31.2% | $3,356+11.2% |
| Admin fee / account holder | $97 | $102-4.9% | $7,510-98.7% | $115-15.6% |