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 | $64,121 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
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 | $42,860 | $74,347-42.4% | $93,606-54.2% | $67,579-36.6% |
| Participation rate | 94.0% | 80.6%+13.4pp | 75.8%+18.2pp | 71.3%+22.7pp |
| Annual return | 22.14% | 28.07%-5.9pp | 32.76%-10.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,390 | $2,583-46.2% | $2,718-48.9% | $2,148-35.3% |
| Participant deferral / active EE | $3,162 | $4,060-22.1% | $4,069-22.3% | $3,539-10.6% |
| Admin fee / account holder | $77 | $123-37.6% | $7,888-99.0% | $142-46.2% |