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 | $846 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $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 | $59,361 | $89,739-33.9% | $149,718-60.4% | $62,292-4.7% |
| Participation rate | 97.6% | 85.1%+12.5pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 16.87% | 21.01%-4.1pp | 1501.63%-1484.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,821 | $3,233-43.7% | $5,445-66.6% | $2,042-10.8% |
| Participant deferral / active EE | $3,449 | $4,797-28.1% | $6,569-47.5% | $3,169+8.8% |
| Admin fee / account holder | $5 | $551-99.2% | $11,283-100.0% | $479-99.0% |