Filed April 21, 2014 (most recent of 4 filings on file)
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 8-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 53 · EIN 74-2794194 | Insurance Commissions | $240,000 |
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $110,794 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $17,306 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,777 | $83,595-21.3% | $86,436-23.9% | $78,044-15.7% |
| Participation rate | 68.4% | 81.9%-13.4pp | 80.3%-11.9pp | 74.4%-6.0pp |
| Annual return | -17.94% | -10.64%-7.3pp | 4394.89%-4412.8pp | 10.87%-28.8pp |
| Employer contribution / active EE | $2,395 | $3,111-23.0% | $3,769-36.4% | $3,125-23.3% |
| Participant deferral / active EE | $4,690 | $6,427-27.0% | $6,952-32.5% | $5,084-7.7% |
| Admin fee / account holder | $15 | $82-81.9% | $6,731-99.8% | $79-81.1% |