Filed December 29, 2006
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: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,129 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,020 | $74,089-31.1% | $133,980-61.9% | $55,167-7.5% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.1%+0.9pp | 69.0%+19.0pp |
| Annual return | 7.53% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,477 | $3,064+13.5% | $5,211-33.3% | $1,963+77.2% |
| Participant deferral / active EE | $2,499 | $4,678-46.6% | $6,282-60.2% | $3,054-18.2% |
| Admin fee / account holder | $41 | $458-91.0% | $9,324-99.6% | $504-91.8% |