Filed March 21, 2008
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 | $910 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,103 | $60,165-38.3% | $74,183-50.0% | $55,167-32.7% |
| Participation rate | 80.2% | 74.2%+6.0pp | 76.6%+3.6pp | 69.0%+11.2pp |
| Annual return | 5.95% | 10.00%-4.0pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,857 | $2,973-37.5% | $3,550-47.7% | $3,054-39.2% |
| Admin fee / account holder | $7 | $419-98.2% | $5,586-99.9% | $504-98.5% |