Filed May 30, 2000 (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 |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LL Service code 15 · EIN 26-1589907 | Recordkeeping | $569,772 |
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 50 · EIN 90-0142264 | Direct Payment | $74,503 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $24,462 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $16,471 |
SEYFORTH SHAW1+ years Filed as: SEYFORTH SHAW ATTORNEYS LLP Service code 29 · EIN 36-2152202 | Legal | $12,746 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,152 | $107,045-32.6% | $108,745-33.7% | $63,975+12.8% |
| Participation rate | 93.5% | 81.9%+11.6pp | 77.7%+15.8pp | 71.1%+22.3pp |
| Annual return | 10.73% | 18.14%-7.4pp | 46.22%-35.5pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,250 | $2,651-15.1% | $3,323-32.3% | $2,182+3.1% |
| Participant deferral / active EE | $4,388 | $4,292+2.3% | $5,121-14.3% | $3,356+30.7% |
| Admin fee / account holder | $169 | $67+152.1% | $6,144-97.2% | $70+140.3% |