Filed May 1, 2007
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 | $42,218 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISORS INC Service code 51 · EIN 31-1509466 | Investment Mgmt Fees | $10,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,901 | $73,638-18.7% | $95,952-37.6% | $73,488-18.5% |
| Participation rate | 75.7% | 76.2%-0.4pp | 77.1%-1.3pp | 70.7%+5.0pp |
| Annual return | 11.97% | 16.78%-4.8pp | 91.61%-79.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $294 | $1,863-84.2% | $2,541-88.4% | $2,270-87.1% |
| Participant deferral / active EE | $2,497 | $3,617-31.0% | $4,167-40.1% | $3,740-33.2% |
| Admin fee / account holder | $481 | $482-0.2% | $6,795-92.9% | $513-6.2% |