Filed May 22, 1993
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $17,323 |
Filed as: FIRST FINANCIAL EQUITY CORP Service code 26 · EIN 86-0511639 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,826 | $52,953-47.5% | $172,739-83.9% | $65,185-57.3% |
| Participation rate | 66.1% | 66.2%-0.1pp | 82.6%-16.6pp | 70.2%-4.1pp |
| Annual return | 7.41% | 30.12%-22.7pp | 802.84%-795.4pp | 29.38%-22.0pp |
| Employer contribution / active EE | $351 | $2,190-84.0% | $5,143-93.2% | $2,177-83.9% |
| Participant deferral / active EE | $1,419 | $2,471-42.6% | $5,198-72.7% | $3,514-59.6% |
| Admin fee / account holder | $167 | $472-64.7% | $13,954-98.8% | $847-80.3% |