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 | $435,961 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 50 · EIN 90-0142264 | Direct Payment | $189,591 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $23,238 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $18,254 |
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 | $84,686 | $117,734-28.1% | $115,752-26.8% | $77,958+8.6% |
| Participation rate | 93.6% | 82.0%+11.6pp | 77.8%+15.8pp | 71.6%+21.9pp |
| Annual return | 18.68% | 17.65%+1.0pp | 19.41%-0.7pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,282 | $2,736-16.6% | $3,492-34.7% | $2,310-1.2% |
| Participant deferral / active EE | $4,455 | $4,435+0.5% | $5,204-14.4% | $3,537+26.0% |
| Admin fee / account holder | $158 | $75+110.8% | $6,278-97.5% | $97+62.3% |