Filed November 24, 1998
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 INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $4,712 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,191 | $69,305-60.8% | $82,313-67.0% | $69,631-61.0% |
| Participation rate | 96.5% | 80.3%+16.2pp | 76.9%+19.6pp | 70.7%+25.8pp |
| Annual return | 16.52% | 21.47%-4.9pp | 25.88%-9.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,849 | $1,887+51.0% | $2,428+17.3% | $2,032+40.2% |
| Participant deferral / active EE | $1,425 | $3,568-60.1% | $3,706-61.5% | $3,224-55.8% |
| Admin fee / account holder | $134 | $97+38.0% | $5,608-97.6% | $110+21.5% |