Filed August 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $34,889 | $38,969-10.5% | $109,313-68.1% | $55,167-36.8% |
| Participation rate | 77.9% | 58.2%+19.7pp | 71.3%+6.7pp | 69.0%+9.0pp |
| Annual return | 6.93% | 8.26%-1.3pp | 22.07%-15.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,046 | $1,227-14.8% | $3,892-73.1% | $1,963-46.7% |
| Participant deferral / active EE | $2,456 | $2,176+12.9% | $3,166-22.4% | $3,054-19.6% |
| Admin fee / account holder | $8 | $501-98.5% | $5,666-99.9% | $504-98.5% |