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 | $8,049 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$3,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $183,720 | $47,456+287.1% | $172,739+6.4% | $77,787+136.2% |
| Participation rate | 12.7% | 66.3%-53.6pp | 82.6%-70.0pp | 73.2%-60.6pp |
| Annual return | 14.66% | 35.57%-20.9pp | 802.84%-788.2pp | 32.57%-17.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $12 | $81-84.7% | $13,954-99.9% | $100-87.6% |