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 | $260,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,280 | $67,512-59.6% | $185,823-85.3% | $93,030-70.7% |
| Participation rate | 79.2% | 67.1%+12.1pp | 81.7%-2.5pp | 73.9%+5.3pp |
| Annual return | 14.02% | 21.04%-7.0pp | 122.05%-108.0pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,449 | $1,783-18.7% | $5,167-71.9% | $2,706-46.4% |
| Participant deferral / active EE | $1,786 | $3,035-41.2% | $5,568-67.9% | $4,562-60.8% |
| Admin fee / account holder | $69 | $318-78.2% | $16,237-99.6% | $152-54.4% |