Filed March 13, 2009
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 13 · EIN 04-1590850 | Contract Administrator | $11,068 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $517,244 | $88,122+487.0% | $141,162+266.4% | $67,579+665.4% |
| Participation rate | 96.5% | 76.5%+20.1pp | 82.5%+14.0pp | 71.3%+25.2pp |
| Annual return | 20.00% | 75.40%-55.4pp | 71.39%-51.4pp | 378.56%-358.6pp |
| Employer contribution / active EE | $14,775 | $3,224+358.2% | $4,735+212.0% | $2,148+587.9% |
| Participant deferral / active EE | $9,219 | $5,958+54.7% | $6,709+37.4% | $3,539+160.5% |
| Admin fee / account holder | $290 | $131+121.5% | $10,261-97.2% | $142+103.8% |