Filed January 22, 2012
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: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,953 | $37,117-54.3% | $147,614-88.5% | $55,191-69.3% |
| Participation rate | 19.8% | 63.6%-43.8pp | 84.6%-64.8pp | 69.2%-49.4pp |
| Annual return | 1.11% | 3.44%-2.3pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $247 | $1,620-84.7% | $5,564-95.6% | $1,899-87.0% |
| Participant deferral / active EE | $862 | $1,985-56.6% | $4,895-82.4% | $3,046-71.7% |
| Admin fee / account holder | $21 | $86-75.4% | $11,611-99.8% | $91-76.8% |