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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,807 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSUANCE COMPANY Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,066 | $61,156-70.5% | $185,823-90.3% | $79,386-77.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 23.66% | 19.45%+4.2pp | 122.05%-98.4pp | 116.85%-93.2pp |
| Employer contribution / active EE | $1,138 | $2,321-51.0% | $5,167-78.0% | $2,427-53.1% |
| Participant deferral / active EE | $852 | $2,789-69.4% | $5,568-84.7% | $4,046-78.9% |
| Admin fee / account holder | $20 | $710-97.1% | $16,237-99.9% | $626-96.8% |