Filed December 30, 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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,303 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 | Other Services | $313 |
Filed as: MASSACHUSETSS MUTUAL LIFE INS. CO. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 | $151,731 | $74,089+104.8% | $133,980+13.2% | $55,167+175.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 10.49% | 12.11%-1.6pp | 29.30%-18.8pp | 169.23%-158.7pp |
| Employer contribution / active EE | $3,997 | $3,064+30.5% | $5,211-23.3% | $1,963+103.6% |
| Participant deferral / active EE | $5,495 | $4,678+17.5% | $6,282-12.5% | $3,054+79.9% |
| Admin fee / account holder | $43 | $458-90.5% | $9,324-99.5% | $504-91.4% |