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 | $216,299 |
RELIANCE TRUST COMPANY3+ 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 | $41,429 | $89,274-53.6% | $149,718-72.3% | $77,958-46.9% |
| Participation rate | 98.4% | 87.6%+10.8pp | 87.1%+11.3pp | 71.6%+26.8pp |
| Annual return | 14.89% | 20.36%-5.5pp | 1501.63%-1486.7pp | 20.87%-6.0pp |
| Employer contribution / active EE | $3,313 | $3,727-11.1% | $5,445-39.2% | $2,310+43.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $56 | $240-76.6% | $11,283-99.5% | $97-42.4% |