Filed October 13, 2011
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 | $3,608 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,264 | $52,953-71.2% | $172,739-91.2% | $65,185-76.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 82.6%-0.8pp | 70.2%+11.6pp |
| Annual return | 4.67% | 30.12%-25.5pp | 802.84%-798.2pp | 29.38%-24.7pp |
| Employer contribution / active EE | $951 | $2,190-56.6% | $5,143-81.5% | $2,177-56.3% |
| Participant deferral / active EE | $664 | $2,471-73.1% | $5,198-87.2% | $3,514-81.1% |
| Admin fee / account holder | $25 | $472-94.8% | $13,954-99.8% | $847-97.1% |