Filed June 12, 2008
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $29,690 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,644 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $2,772 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $58,884 | $46,292+27.2% | $143,757-59.0% | $64,808-9.1% |
| Participation rate | 95.1% | 64.2%+30.8pp | 80.3%+14.8pp | 71.5%+23.6pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,201 | $1,910-37.1% | $4,951-75.7% | $2,506-52.1% |
| Participant deferral / active EE | $4,390 | $2,646+65.9% | $5,637-22.1% | $4,310+1.8% |
| Admin fee / account holder | $46 | $154-70.0% | $14,673-99.7% | $188-75.4% |