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 | $17,366 |
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 | $87,361 | $58,726+48.8% | $92,233-5.3% | $62,292+40.2% |
| Participation rate | 66.1% | 68.3%-2.2pp | 76.5%-10.4pp | 69.5%-3.4pp |
| Annual return | 15.82% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,419 | $2,392+1.2% | $3,679-34.2% | $2,042+18.5% |
| Participant deferral / active EE | $1,999 | $2,766-27.7% | $3,897-48.7% | $3,169-36.9% |
| Admin fee / account holder | $155 | $556-72.1% | $5,194-97.0% | $479-67.7% |