Filed December 10, 1997
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 52 · EIN 04-1590850 | Indirect Investment Fees | $208,112 |
Service code 27 · EIN 86-3483132 | Advisory (Plan) | $101,106 |
NATIONAL BENEFIT SERVICES, LLC7+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $67,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,344 | $84,487+140.7% | $125,339+62.2% | $66,914+203.9% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -15.39% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $7,900 | $3,553+122.4% | $4,814+64.1% | $2,544+210.5% |
| Participant deferral / active EE | $6,708 | $6,781-1.1% | $7,446-9.9% | $4,237+58.3% |
| Admin fee / account holder | $1,157 | $685+68.9% | $10,010-88.4% | $593+95.0% |