Filed October 28, 2002
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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,538 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-6228948 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: MASACHUESTRS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASACHUESTTS MUTUAL LIFE INS CO Service code 63 | 12b-1 Fees | $0 |
Filed as: MASSACHUESTTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
PAMASSUS1 year Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-3352347 | 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 | $67,649 | $66,124+2.3% | $90,404-25.2% | $73,488-7.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.95% | 17.65%-0.7pp | 1293.02%-1276.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $7,501 | $2,346+219.7% | $3,262+130.0% | $2,270+230.4% |
| Participant deferral / active EE | $3,904 | $3,039+28.5% | $3,963-1.5% | $3,740+4.4% |
| Admin fee / account holder | $11 | $396-97.2% | $5,611-99.8% | $513-97.8% |