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 27 P.O. BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $58,842 |
Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,771 | $69,362+65.5% | $101,248+13.4% | $73,488+56.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.74% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,775 | $2,628+5.6% | $3,660-24.2% | $2,270+22.2% |
| Participant deferral / active EE | $6,807 | $3,300+106.3% | $4,370+55.8% | $3,740+82.0% |
| Admin fee / account holder | $224 | $704-68.1% | $5,945-96.2% | $513-56.2% |