Filed January 3, 2012
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 | $2,264 |
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 | $22,295 | $52,953-57.9% | $172,739-87.1% | $65,185-65.8% |
| Participation rate | 74.8% | 66.2%+8.6pp | 82.6%-7.8pp | 70.2%+4.6pp |
| Annual return | 20.28% | 30.12%-9.8pp | 802.84%-782.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $837 | $2,190-61.8% | $5,143-83.7% | $2,177-61.6% |
| Participant deferral / active EE | $1,440 | $2,471-41.7% | $5,198-72.3% | $3,514-59.0% |
| Admin fee / account holder | $30 | $472-93.7% | $13,954-99.8% | $847-96.5% |