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 | $53,580 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,429 | $85,135-53.7% | $98,907-60.1% | $73,409-46.3% |
| Participation rate | 95.5% | 81.1%+14.4pp | 76.0%+19.5pp | 72.2%+23.4pp |
| Annual return | 16.39% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,021 | $2,721-62.5% | $2,689-62.0% | $2,234-54.3% |
| Participant deferral / active EE | $3,299 | $4,349-24.1% | $4,244-22.3% | $3,805-13.3% |
| Admin fee / account holder | $44 | $139-68.6% | $6,642-99.3% | $158-72.3% |