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: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $141,097 | $70,083+101.3% | $59,878+135.6% | $55,725+153.2% |
| Participation rate | 84.0% | 78.4%+5.6pp | 74.7%+9.3pp | 70.9%+13.1pp |
| Annual return | 8.34% | 3.13%+5.2pp | 3.46%+4.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $4,510 | $2,878+56.7% | $2,722+65.7% | $2,078+117.0% |
| Participant deferral / active EE | $4,382 | $3,079+42.3% | $3,402+28.8% | $3,356+30.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |