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 | $140,491 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,917 |
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 | $62,907 | $82,093-23.4% | $379,746-83.4% | $73,409-14.3% |
| Participation rate | 95.1% | 76.8%+18.3pp | 78.4%+16.7pp | 72.2%+22.9pp |
| Annual return | 16.95% | 18.89%-1.9pp | 34.90%-18.0pp | 59.29%-42.3pp |
| Employer contribution / active EE | $2,826 | $2,847-0.7% | $3,540-20.2% | $2,234+26.5% |
| Participant deferral / active EE | $4,467 | $4,697-4.9% | $6,024-25.8% | $3,805+17.4% |
| Admin fee / account holder | $110 | $128-14.2% | $7,927-98.6% | $158-30.6% |