Filed August 20, 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 13 · EIN 04-1590850 | Contract Administrator | $10,847 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 22 · EIN 13-5674085 | Insurance Broker | $0 |
Service code 17 · EIN 33-0962367 | Pension Consulting | $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 | $141,529 | $66,302+113.5% | $110,238+28.4% | $56,287+151.4% |
| Participation rate | 89.9% | 74.9%+14.9pp | 79.8%+10.0pp | 69.9%+20.0pp |
| Annual return | -5.99% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $5,301 | $2,047+158.9% | $3,826+38.5% | $2,111+151.1% |
| Participant deferral / active EE | $7,848 | $3,381+132.1% | $4,672+68.0% | $3,350+134.3% |
| Admin fee / account holder | $82 | $698-88.3% | $8,547-99.0% | $521-84.2% |