Filed June 7, 2006 (most recent of 3 filings on file)
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: MASSMUTAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $18,786 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,005 | $56,485-61.0% | $185,823-88.2% | $86,799-74.6% |
| Participation rate | 89.7% | 65.5%+24.2pp | 81.7%+8.0pp | 72.3%+17.4pp |
| Annual return | 10.73% | 118.04%-107.3pp | 122.05%-111.3pp | 97.91%-87.2pp |
| Employer contribution / active EE | $1,227 | $1,843-33.4% | $5,167-76.3% | $2,405-49.0% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $25 | $150-83.3% | $16,237-99.8% | $170-85.3% |