Filed October 25, 2010
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $664 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,290 | $47,977-45.2% | $154,107-82.9% | $56,287-53.3% |
| Participation rate | 94.4% | 66.2%+28.3pp | 83.0%+11.4pp | 69.9%+24.6pp |
| Annual return | -3.19% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $708 | $2,169-67.3% | $5,298-86.6% | $2,111-66.4% |
| Participant deferral / active EE | $2,370 | $2,392-0.9% | $5,081-53.3% | $3,350-29.2% |
| Admin fee / account holder | $3 | $438-99.2% | $13,411-100.0% | $521-99.4% |