Filed July 31, 2015
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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,144 | $52,884+44.0% | $84,750-10.2% | $55,167+38.0% |
| Participation rate | 59.3% | 67.5%-8.3pp | 76.6%-17.3pp | 69.0%-9.7pp |
| Annual return | 6.80% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,222 | $2,233-0.5% | $3,574-37.8% | $1,963+13.2% |
| Participant deferral / active EE | $1,686 | $2,644-36.2% | $3,712-54.6% | $3,054-44.8% |
| Admin fee / account holder | $44 | $581-92.3% | $5,332-99.2% | $504-91.2% |