Filed February 24, 1994
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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $66,906 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,872 | $75,760+74.1% | $123,104+7.1% | $59,188+122.8% |
| Participation rate | 75.5% | 86.0%-10.6pp | 86.8%-11.3pp | 69.4%+6.0pp |
| Annual return | -4.78% | 2.93%-7.7pp | 13.22%-18.0pp | 5.51%-10.3pp |
| Employer contribution / active EE | $3,124 | $3,415-8.5% | $5,151-39.4% | $2,098+48.9% |
| Participant deferral / active EE | $4,417 | $5,000-11.7% | $6,230-29.1% | $3,265+35.3% |
| Admin fee / account holder | $66 | $61+7.9% | $9,015-99.3% | $92-28.9% |