Filed January 17, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $295,261 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,738 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC. CO, Service code 67 | Other insurance wrap fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,431 | $38,833-6.2% | $78,778-53.8% | $77,958-53.3% |
| Participation rate | 94.1% | 60.9%+33.2pp | 69.2%+25.0pp | 71.6%+22.5pp |
| Annual return | 19.47% | 20.31%-0.8pp | 35.62%-16.2pp | 20.87%-1.4pp |
| Employer contribution / active EE | $670 | $840-20.2% | $1,986-66.3% | $2,310-71.0% |
| Participant deferral / active EE | $1,952 | $1,776+9.9% | $2,958-34.0% | $3,537-44.8% |
| Admin fee / account holder | $94 | $89+5.5% | $5,134-98.2% | $97-3.5% |