Filed April 21, 2016
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 | $4,491 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $16,059 | $46,360-65.4% | $147,614-89.1% | $52,331-69.3% |
| Participation rate | 98.3% | 64.9%+33.4pp | 84.6%+13.7pp | 68.1%+30.2pp |
| Annual return | -3.04% | 1.62%-4.7pp | 61.98%-65.0pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,295 | $2,126-39.1% | $5,564-76.7% | $1,882-31.2% |
| Participant deferral / active EE | $2,732 | $2,258+21.0% | $4,895-44.2% | $3,022-9.6% |
| Admin fee / account holder | $30 | $766-96.1% | $11,611-99.7% | $592-95.0% |