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 | $4,673 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,287 | $46,732-58.7% | $156,549-87.7% | $55,167-65.0% |
| Participation rate | 59.4% | 65.8%-6.4pp | 84.0%-24.6pp | 69.0%-9.6pp |
| Annual return | 11.29% | 17.72%-6.4pp | 32.23%-20.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $705 | $2,105-66.5% | $5,501-87.2% | $1,963-64.1% |
| Participant deferral / active EE | $1,901 | $2,204-13.8% | $4,871-61.0% | $3,054-37.8% |
| Admin fee / account holder | $30 | $418-92.9% | $13,027-99.8% | $504-94.1% |