Filed June 8, 2009
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 LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $12,705 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
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 | $60,121 | $37,039+62.3% | $147,614-59.3% | $59,188+1.6% |
| Participation rate | 94.3% | 63.8%+30.5pp | 84.6%+9.6pp | 69.4%+24.8pp |
| Annual return | 1.70% | 7.19%-5.5pp | 61.98%-60.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $781 | $1,353-42.3% | $5,564-86.0% | $2,098-62.8% |
| Participant deferral / active EE | $2,726 | $2,094+30.2% | $4,895-44.3% | $3,265-16.5% |
| Admin fee / account holder | $7 | $60-88.4% | $11,611-99.9% | $92-92.4% |