Filed April 22, 2014
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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,088 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
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 | $35,470 | $39,245-9.6% | $64,105-44.7% | $52,331-32.2% |
| Participation rate | 90.6% | 58.2%+32.3pp | 68.2%+22.4pp | 68.1%+22.5pp |
| Annual return | 0.84% | 14.79%-13.9pp | 791.24%-790.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,075 | $736+46.0% | $1,820-40.9% | $1,882-42.9% |
| Participant deferral / active EE | $3,225 | $1,992+61.9% | $2,822+14.3% | $3,022+6.7% |
| Admin fee / account holder | $10 | $592-98.2% | $4,499-99.8% | $592-98.2% |