Filed October 17, 2011
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 |
|---|---|---|
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,975 | $37,196-35.5% | $154,107-84.4% | $55,725-57.0% |
| Participation rate | 72.6% | 64.1%+8.5pp | 83.0%-10.4pp | 70.9%+1.8pp |
| Annual return | -6.69% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,382 | $1,614-14.4% | $5,298-73.9% | $2,078-33.5% |
| Participant deferral / active EE | $1,933 | $2,068-6.5% | $5,081-61.9% | $3,356-42.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |