Filed December 16, 2014
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 |
|---|---|---|
Service code 49 · EIN 47-1411118 | Other Services | $47,011 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $46,955 |
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 | $55,472 | $78,419-29.3% | $133,956-58.6% | $73,409-24.4% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.8%+10.6pp | 72.2%+18.3pp |
| Annual return | 15.48% | 33.35%-17.9pp | 45.09%-29.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,169 | $2,044-42.8% | $3,919-70.2% | $2,234-47.7% |
| Participant deferral / active EE | $3,126 | $3,925-20.4% | $5,048-38.1% | $3,805-17.8% |
| Admin fee / account holder | $236 | $161+46.2% | $8,927-97.4% | $158+49.4% |