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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $600 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $51,569 | $74,089-30.4% | $133,980-61.5% | $55,167-6.5% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.1%+9.8pp | 69.0%+27.9pp |
| Annual return | 7.49% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,588 | $3,064-48.2% | $5,211-69.5% | $1,963-19.1% |
| Participant deferral / active EE | $2,914 | $4,678-37.7% | $6,282-53.6% | $3,054-4.6% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.3% |