Filed September 8, 2006
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 | $7,787 |
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 | $69,585 | $63,299+9.9% | $91,001-23.5% | $62,292+11.7% |
| Participation rate | 88.8% | 73.3%+15.5pp | 75.6%+13.2pp | 69.5%+19.3pp |
| Annual return | 14.67% | 20.99%-6.3pp | 4.60%+10.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,327 | $1,807-26.5% | $2,456-46.0% | $2,042-35.0% |
| Participant deferral / active EE | $2,090 | $2,943-29.0% | $3,547-41.1% | $3,169-34.0% |
| Admin fee / account holder | $39 | $468-91.6% | $5,417-99.3% | $479-91.8% |