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 | $54,015 |
ASCENSUS LLC2 years 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 | $118,673 | $79,124+50.0% | $60,874+94.9% | $64,808+83.1% |
| Participation rate | 87.0% | 77.7%+9.2pp | 73.1%+13.8pp | 71.5%+15.5pp |
| Annual return | -11.49% | -7.13%-4.4pp | 16.90%-28.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,453 | $3,050+46.0% | $2,701+64.8% | $2,506+77.7% |
| Participant deferral / active EE | $4,510 | $3,725+21.1% | $3,817+18.2% | $4,310+4.6% |
| Admin fee / account holder | $134 | $106+26.5% | $3,224-95.9% | $188-28.8% |