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: MASS MUTUAL LIFE INS. CO. Service code 13 · EIN 04-1590850 | Contract Administrator | $7,133 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
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 | $573,554 | $213,957+168.1% | $149,696+283.1% | - |
| Participation rate | 95.6% | 79.5%+16.1pp | 82.5%+13.1pp | - |
| Annual return | 15.19% | 9.83%+5.4pp | 276.60%-261.4pp | - |
| Employer contribution / active EE | $15,204 | $3,868+293.1% | $4,644+227.4% | - |
| Participant deferral / active EE | $9,315 | $6,177+50.8% | $6,842+36.1% | - |
| Admin fee / account holder | $218 | $24,510-99.1% | $9,309-97.7% | - |