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, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $391,274 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $103,095 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,538 |
GRANT THORNTON LLP1 year Service code 16 33562 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $21,000 |
SEYFARTH SHAW LLP1 year Service code 16 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $11,147 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,894 | $118,101-37.4% | $106,387-30.5% | $75,289-1.9% |
| Participation rate | 92.9% | 81.4%+11.5pp | 77.5%+15.4pp | 72.4%+20.5pp |
| Annual return | -6.67% | -2.42%-4.3pp | 0.25%-6.9pp | -0.04%-6.6pp |
| Employer contribution / active EE | $2,293 | $2,880-20.4% | $3,520-34.8% | $2,405-4.6% |
| Participant deferral / active EE | $4,598 | $4,681-1.8% | $5,421-15.2% | $3,739+23.0% |
| Admin fee / account holder | $131 | $85+55.4% | $7,510-98.3% | $102+28.4% |