Filed March 31, 2008 (most recent of 3 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 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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $148 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return 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 | $131,359 | $57,976+126.6% | $62,995+108.5% | $62,292+110.9% |
| Participation rate | 92.8% | 75.9%+16.8pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 11.35% | 17.54%-6.2pp | 87.57%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $4,791 | $2,415+98.4% | $2,759+73.7% | $2,042+134.6% |
| Participant deferral / active EE | $4,518 | $2,956+52.8% | $3,329+35.7% | $3,169+42.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |