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 | $15,566 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,083 | $123,793-76.5% | $177,821-83.6% | $79,858-63.6% |
| Participation rate | 96.4% | 84.7%+11.7pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 11.11% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,803 | $4,095-31.5% | $5,918-52.6% | $2,471+13.5% |
| Participant deferral / active EE | $2,108 | $5,956-64.6% | $7,714-72.7% | $3,740-43.6% |
| Admin fee / account holder | $41 | $7,243-99.4% | $12,427-99.7% | $5,306-99.2% |