Filed April 28, 2007
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: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $41,273 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,930 |
Service code 13 740 NW BLUE PARKWAY, STE 201 · LEES SUMMIT, MO 64086 | Contract Administrator | $10,000 |
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 | $93,139 | $52,884+76.1% | $84,750+9.9% | $55,167+68.8% |
| Participation rate | 85.0% | 67.5%+17.5pp | 76.6%+8.4pp | 69.0%+16.0pp |
| Annual return | 7.96% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,495 | $2,233+11.7% | $3,574-30.2% | $1,963+27.2% |
| Participant deferral / active EE | $5,475 | $2,644+107.1% | $3,712+47.5% | $3,054+79.3% |
| Admin fee / account holder | $150 | $581-74.2% | $5,332-97.2% | $504-70.3% |