Filed November 9, 2005
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 Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $216,137 |
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 | $18,685 | $45,382-58.8% | $154,107-87.9% | $75,289-75.2% |
| Participation rate | 77.7% | 65.9%+11.8pp | 83.0%-5.3pp | 72.4%+5.3pp |
| Annual return | -5.20% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,846 | $1,533+20.5% | $5,298-65.1% | $2,405-23.2% |
| Participant deferral / active EE | $1,412 | $2,384-40.8% | $5,081-72.2% | $3,739-62.2% |
| Admin fee / account holder | $67 | $89-24.8% | $13,411-99.5% | $102-34.4% |