Filed December 14, 1992
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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $47,368 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $36,090 | $65,223-44.7% | $80,019-54.9% | $55,725-35.2% |
| Participation rate | 93.3% | 80.6%+12.7pp | 75.8%+17.4pp | 70.9%+22.4pp |
| Annual return | -4.17% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,247 | $2,544-51.0% | $2,468-49.5% | $2,078-40.0% |
| Participant deferral / active EE | $2,968 | $3,881-23.5% | $3,686-19.5% | $3,356-11.5% |
| Admin fee / account holder | $52 | $114-54.8% | $6,521-99.2% | $115-55.2% |