Filed June 20, 2007 (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: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,224 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
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 | $41,284 | $50,498-18.2% | $75,781-45.5% | $55,191-25.2% |
| Participation rate | 72.5% | 69.4%+3.1pp | 75.8%-3.3pp | 69.2%+3.3pp |
| Annual return | 0.54% | 1.80%-1.3pp | 9.68%-9.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,360 | $2,589+68.4% | $3,651+19.4% | $3,046+43.1% |
| Admin fee / account holder | $20 | $123-83.8% | $5,299-99.6% | $91-78.1% |