Filed December 22, 1997
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 | $74,336 |
Filed as: ENVESTNET RETIREMENT SOLUTION Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $28,708 | $66,601-56.9% | $92,893-69.1% | $67,579-57.5% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.6pp |
| Annual return | 20.53% | 92.58%-72.0pp | 109.41%-88.9pp | 378.56%-358.0pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,570 | $3,157+13.1% | $4,236-15.7% | $3,539+0.9% |
| Admin fee / account holder | $180 | $199-9.7% | $5,794-96.9% | $142+26.2% |