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 | $1,069 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-6228948 | Indirect Investment Fees | $0 |
CALVERT1 year Filed as: CLAVERT Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE INVESTMENNTS Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSESTTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,013 | $63,745+16.1% | $98,442-24.8% | $79,386-6.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.76% | 625.80%-610.0pp | 1492.73%-1477.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $8,454 | $2,557+230.6% | $2,960+185.6% | $2,427+248.3% |
| Participant deferral / active EE | $5,216 | $3,303+57.9% | $4,276+22.0% | $4,046+28.9% |
| Admin fee / account holder | $3 | $516-99.4% | $5,949-99.9% | $626-99.5% |