Filed September 20, 2013 (most recent of 2 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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,304 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS Service code 15 · EIN 26-3310639 | 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 | $139,711 | $74,706+87.0% | $75,696+84.6% | $79,386+76.0% |
| Participation rate | 72.8% | 75.3%-2.5pp | 74.8%-2.0pp | 70.7%+2.1pp |
| Annual return | 23.96% | 18.52%+5.4pp | 104.53%-80.6pp | 116.85%-92.9pp |
| Employer contribution / active EE | $4,954 | $2,590+91.3% | $2,743+80.6% | $2,427+104.1% |
| Participant deferral / active EE | $4,945 | $3,533+40.0% | $3,821+29.4% | $4,046+22.2% |
| Admin fee / account holder | $125 | $374-66.6% | $3,619-96.5% | $626-80.0% |