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 |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $208,037 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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 | $35,843 | $80,354-55.4% | $133,980-73.2% | $63,975-44.0% |
| Participation rate | 98.8% | 87.5%+11.3pp | 87.1%+11.7pp | 71.1%+27.7pp |
| Annual return | 6.96% | 13.11%-6.1pp | 29.30%-22.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,228 | $3,503-7.8% | $5,211-38.1% | $2,182+48.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $54 | $69-22.6% | $9,324-99.4% | $70-23.8% |