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 | $73,389 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,218 | $67,512-76.0% | $185,823-91.3% | $93,030-82.6% |
| Participation rate | 95.1% | 67.1%+28.0pp | 81.7%+13.4pp | 73.9%+21.2pp |
| Annual return | 11.32% | 21.04%-9.7pp | 122.05%-110.7pp | 158.70%-147.4pp |
| Employer contribution / active EE | $763 | $1,783-57.2% | $5,167-85.2% | $2,706-71.8% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $51 | $318-84.1% | $16,237-99.7% | $152-66.7% |