Filed January 3, 2012
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 |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $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 | $42,247 | $62,928-32.9% | $172,739-75.5% | $67,579-37.5% |
| Participation rate | 94.5% | 64.5%+30.0pp | 82.6%+11.8pp | 71.3%+23.2pp |
| Annual return | 22.27% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,769 | $2,145+75.7% | $5,198-27.5% | $3,539+6.5% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |