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 | $5,354 |
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 | $91,258 | $98,982-7.8% | $162,163-43.7% | $65,185+40.0% |
| Participation rate | 96.5% | 85.8%+10.7pp | 87.6%+8.9pp | 70.2%+26.3pp |
| Annual return | 21.86% | 24.84%-3.0pp | 115.59%-93.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,744 | $3,467-20.8% | $5,614-51.1% | $2,177+26.1% |
| Participant deferral / active EE | $7,103 | $5,384+31.9% | $7,298-2.7% | $3,514+102.1% |
| Admin fee / account holder | $116 | $596-80.6% | $10,843-98.9% | $847-86.4% |