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 | $198,149 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $78,421 |
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 | $175,961 | $89,274+97.1% | $149,718+17.5% | $77,958+125.7% |
| Participation rate | 74.8% | 87.6%-12.8pp | 87.1%-12.2pp | 71.6%+3.2pp |
| Annual return | 12.52% | 20.36%-7.8pp | 1501.63%-1489.1pp | 20.87%-8.3pp |
| Employer contribution / active EE | $3,382 | $3,727-9.3% | $5,445-37.9% | $2,310+46.4% |
| Participant deferral / active EE | $4,757 | $5,382-11.6% | $6,569-27.6% | $3,537+34.5% |
| Admin fee / account holder | $52 | $240-78.4% | $11,283-99.5% | $97-46.9% |