Filed March 31, 2016
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 | $1,309 |
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 | $76,988 | $79,523-3.2% | $140,016-45.0% | $56,287+36.8% |
| Participation rate | 98.4% | 85.7%+12.7pp | 87.5%+10.9pp | 69.9%+28.6pp |
| Annual return | -8.73% | 2.39%-11.1pp | 651.12%-659.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $2,733 | $3,350-18.4% | $5,606-51.2% | $2,111+29.5% |
| Participant deferral / active EE | $6,775 | $5,129+32.1% | $6,927-2.2% | $3,350+102.2% |
| Admin fee / account holder | $102 | $614-83.5% | $10,705-99.1% | $521-80.5% |