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 | $246,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $56,095-57.5% | $178,490-86.6% | $90,288-73.6% |
| Participation rate | 79.1% | 65.6%+13.5pp | 81.9%-2.9pp | 73.4%+5.7pp |
| Annual return | 15.64% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,370 | $1,572-12.9% | $5,011-72.7% | $2,524-45.7% |
| Participant deferral / active EE | $1,520 | $2,669-43.0% | $5,202-70.8% | $4,232-64.1% |
| Admin fee / account holder | $67 | $101-33.0% | $13,984-99.5% | $114-40.9% |