Filed July 19, 2012 (most recent of 3 filings on file)
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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $21,096 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 150 CAPITAL OF TEXAS HWY., S · AUSTIN, TX 78746 | Recordkeeping | $12,430 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02814 | Contract Administrator | $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 | $63,383 | $111,608-43.2% | $177,821-64.4% | $73,409-13.7% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 14.60% | 18.23%-3.6pp | 48.32%-33.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $4,309 | $3,796+13.5% | $5,918-27.2% | $2,234+92.9% |
| Participant deferral / active EE | $6,263 | $6,199+1.0% | $7,714-18.8% | $3,805+64.6% |
| Admin fee / account holder | $71 | $166-57.2% | $12,427-99.4% | $158-55.1% |