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 COMPANY6+ 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,138 | $52,293+36.0% | $178,490-60.1% | $73,409-3.1% |
| Participation rate | 59.0% | 65.3%-6.4pp | 81.9%-23.0pp | 72.2%-13.2pp |
| Annual return | 14.89% | 34.75%-19.9pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,011 | $1,735+15.9% | $5,011-59.9% | $2,234-10.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |