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 | $84,970 |
Filed as: ENVESTNET RETIREMENNT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,032 | $91,517-67.2% | $101,248-70.3% | $73,409-59.1% |
| Participation rate | 88.2% | 73.8%+14.5pp | 75.8%+12.4pp | 72.2%+16.1pp |
| Annual return | 14.80% | 17.17%-2.4pp | 46.47%-31.7pp | 59.29%-44.5pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,989 | $3,338+19.5% | $4,370-8.7% | $3,805+4.8% |
| Admin fee / account holder | $197 | $216-8.9% | $5,945-96.7% | $158+24.6% |