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 |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $214,549 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $85,430 |
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 | $160,907 | $80,354+100.2% | $133,980+20.1% | $63,975+151.5% |
| Participation rate | 76.6% | 87.5%-10.9pp | 87.1%-10.5pp | 71.1%+5.5pp |
| Annual return | 25.11% | 13.11%+12.0pp | 29.30%-4.2pp | 48.65%-23.5pp |
| Employer contribution / active EE | $3,290 | $3,503-6.1% | $5,211-36.9% | $2,182+50.8% |
| Participant deferral / active EE | $4,611 | $5,239-12.0% | $6,282-26.6% | $3,356+37.4% |
| Admin fee / account holder | $56 | $69-18.7% | $9,324-99.4% | $70-20.0% |