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 | $8,178 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,716 | $89,739-34.6% | $149,718-60.8% | $62,292-5.7% |
| Participation rate | 88.6% | 85.1%+3.5pp | 87.1%+1.5pp | 69.5%+19.1pp |
| Annual return | 15.34% | 21.01%-5.7pp | 1501.63%-1486.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,381 | $3,233+4.6% | $5,445-37.9% | $2,042+65.5% |
| Participant deferral / active EE | $2,487 | $4,797-48.2% | $6,569-62.1% | $3,169-21.5% |
| Admin fee / account holder | $66 | $551-87.9% | $11,283-99.4% | $479-86.1% |