Filed February 16, 2005 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,581 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,798 | $37,196-33.3% | $154,107-83.9% | $55,725-55.5% |
| Participation rate | 85.4% | 64.1%+21.3pp | 83.0%+2.3pp | 70.9%+14.5pp |
| Annual return | -5.76% | 1319.68%-1325.4pp | 735.12%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $5,158 | $1,614+219.6% | $5,298-2.6% | $2,078+148.2% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $15 | $102-85.0% | $13,411-99.9% | $115-86.8% |