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 | $6,952 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,230 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$7,038 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $678,507 | $56,095+1109.6% | $178,490+280.1% | $90,288+651.5% |
| Participation rate | 10.8% | 65.6%-54.7pp | 81.9%-71.1pp | 73.4%-62.5pp |
| Annual return | 10.10% | 28.81%-18.7pp | 151.07%-141.0pp | 53.97%-43.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $17 | $101-82.6% | $13,984-99.9% | $114-84.7% |