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 49 · EIN 04-1590850 | Other Services | $213,279 |
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 | $22,063 | $47,456-53.5% | $172,739-87.2% | $77,787-71.6% |
| Participation rate | 78.0% | 66.3%+11.8pp | 82.6%-4.6pp | 73.2%+4.8pp |
| Annual return | 20.54% | 35.57%-15.0pp | 802.84%-782.3pp | 32.57%-12.0pp |
| Employer contribution / active EE | $1,587 | $1,574+0.8% | $5,143-69.1% | $2,504-36.6% |
| Participant deferral / active EE | $1,550 | $2,560-39.4% | $5,198-70.2% | $3,967-60.9% |
| Admin fee / account holder | $62 | $81-22.7% | $13,954-99.6% | $100-37.5% |