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 4-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 | $132 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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 | $34,808 | $75,760-54.1% | $123,104-71.7% | $59,188-41.2% |
| Participation rate | 98.7% | 86.0%+12.7pp | 86.8%+12.0pp | 69.4%+29.3pp |
| Annual return | -0.03% | 2.93%-3.0pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,142 | $3,415-8.0% | $5,151-39.0% | $2,098+49.7% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $57 | $61-5.6% | $9,015-99.4% | $92-37.8% |