Filed November 29, 2005
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: MASS MUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,102 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,099 | $46,732-7.8% | $156,549-72.5% | $55,167-21.9% |
| Participation rate | 89.8% | 65.8%+24.0pp | 84.0%+5.8pp | 69.0%+20.8pp |
| Annual return | -0.81% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,861 | $2,105-11.6% | $5,501-66.2% | $1,963-5.2% |
| Participant deferral / active EE | $1,736 | $2,204-21.3% | $4,871-64.4% | $3,054-43.2% |
| Admin fee / account holder | $5 | $418-98.8% | $13,027-100.0% | $504-99.0% |