Filed September 15, 2006 (most recent of 2 filings on file)
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 CO Service code 15 · EIN 04-1590850 | Recordkeeping | $290 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,377 | $52,279-30.4% | $89,391-59.3% | $79,858-54.4% |
| Participation rate | 22.6% | 57.5%-34.9pp | 68.0%-45.4pp | 69.6%-47.0pp |
| Annual return | 10.65% | 22.16%-11.5pp | 245.62%-235.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $883 | $2,740-67.8% | $3,890-77.3% | $3,740-76.4% |
| Admin fee / account holder | $10 | $3,356-99.7% | $4,881-99.8% | $5,306-99.8% |