Filed February 14, 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 INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $43,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,153 |
Filed as: RICHARD,,RUSCITTI Service code 55 1537 N CLYBOURN AVE UNIT E · CHICAGO, IL 606101182 | Other Commissions | $304 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,300 | $86,897+31.5% | $151,611-24.6% | $64,808+76.4% |
| Participation rate | 75.4% | 87.3%-11.8pp | 87.5%-12.0pp | 71.5%+4.0pp |
| Annual return | -15.78% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $990 | $4,010-75.3% | $6,166-83.9% | $2,506-60.5% |
| Participant deferral / active EE | $3,775 | $6,690-43.6% | $8,363-54.9% | $4,310-12.4% |
| Admin fee / account holder | $144 | $153-5.7% | $11,616-98.8% | $188-23.2% |