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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,940 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $23,242 | $79,519-70.8% | $95,952-75.8% | $73,409-68.3% |
| Participation rate | 97.9% | 81.2%+16.7pp | 77.1%+20.8pp | 72.2%+25.7pp |
| Annual return | 12.30% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $3,654 | $2,048+78.4% | $2,541+43.8% | $2,234+63.6% |
| Participant deferral / active EE | $1,789 | $4,138-56.8% | $4,167-57.1% | $3,805-53.0% |
| Admin fee / account holder | $87 | $184-52.8% | $6,795-98.7% | $158-44.9% |