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 | $1,702 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $101,668 | $136,307-25.4% | $177,821-42.8% | $73,488+38.3% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.7%+9.8pp | 70.7%+26.8pp |
| Annual return | 19.50% | 18.68%+0.8pp | 48.32%-28.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $3,187 | $3,712-14.1% | $5,918-46.1% | $2,270+40.4% |
| Participant deferral / active EE | $7,832 | $5,829+34.4% | $7,714+1.5% | $3,740+109.4% |
| Admin fee / account holder | $88 | $596-85.2% | $12,427-99.3% | $513-82.8% |