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 |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $53 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
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 | $35,734 | $58,879-39.3% | $178,490-80.0% | $73,488-51.4% |
| Participation rate | 64.9% | 66.2%-1.3pp | 81.9%-17.0pp | 70.7%-5.8pp |
| Annual return | 10.32% | 24.86%-14.5pp | 151.07%-140.7pp | 28.51%-18.2pp |
| Employer contribution / active EE | $842 | $2,236-62.4% | $5,011-83.2% | $2,270-62.9% |
| Participant deferral / active EE | $2,569 | $2,567+0.1% | $5,202-50.6% | $3,740-31.3% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |