Filed August 21, 1996
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 LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,198 |
Participant contribution per participant 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 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 | $28,634 | $109,359-73.8% | $162,163-82.3% | $72,985-60.8% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 18.36% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,238 | $3,907-17.1% | $5,614-42.3% | $2,440+32.7% |
| Participant deferral / active EE | $2,390 | $5,481-56.4% | $7,298-67.2% | $3,607-33.7% |
| Admin fee / account holder | $99 | $7,972-98.8% | $10,843-99.1% | $5,124-98.1% |