Filed November 9, 2005
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 Service code 15 · EIN 04-1590850 | Recordkeeping | $255 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,833 | $57,108-93.3% | $94,224-95.9% | $52,331-92.7% |
| Participation rate | 85.3% | 72.9%+12.4pp | 78.8%+6.6pp | 68.1%+17.2pp |
| Annual return | 83.13% | 1.47%+81.7pp | 10.68%+72.5pp | 4.54%+78.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,279 | $3,040-25.0% | $4,320-47.2% | $3,022-24.6% |
| Admin fee / account holder | $2 | $546-99.7% | $6,269-100.0% | $592-99.7% |