Filed December 12, 2005 (most recent of 4 filings on file)
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 | $550 |
Filed as: MESIROW FINANCIAL INVESTMENT INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $49,256 | $70,667-30.3% | $123,104-60.0% | $52,331-5.9% |
| Participation rate | 96.9% | 83.7%+13.2pp | 86.8%+10.2pp | 68.1%+28.8pp |
| Annual return | -0.97% | 6.23%-7.2pp | 13.22%-14.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,398 | $2,946-52.5% | $5,151-72.9% | $1,882-25.7% |
| Participant deferral / active EE | $2,660 | $4,493-40.8% | $6,230-57.3% | $3,022-12.0% |
| Admin fee / account holder | $3 | $506-99.4% | $9,015-100.0% | $592-99.5% |