Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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 6-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 1295 STATE ST · SPRINGFIELD, MA 01111 | Contract Administrator | $80,733 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 50 · EIN 41-0746749 | Direct Payment | $10,710 |
MERCER1 year Service code 50 · EIN 04-3831795 | Direct Payment | $3,352 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 50 SOUTH ST · MINNEAPOLIS, MN 554021844 | Actuarial | $1,665 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | -0.72% | 99.73%-100.5pp | 90.60%-91.3pp | 259.13%-259.9pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |