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 | $3,373 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,449 | $51,466-21.4% | $78,778-48.7% | $62,292-35.1% |
| Participation rate | 93.6% | 59.8%+33.8pp | 69.2%+24.4pp | 69.5%+24.1pp |
| Annual return | 12.25% | 19.96%-7.7pp | 35.62%-23.4pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,169 | $827+41.3% | $1,986-41.1% | $2,042-42.7% |
| Participant deferral / active EE | $3,591 | $2,147+67.2% | $2,958+21.4% | $3,169+13.3% |
| Admin fee / account holder | $10 | $489-98.0% | $5,134-99.8% | $479-97.9% |