Filed May 14, 2006 (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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $136,955 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 55 | Other Commissions | $0 |
PARNASSUS1 year Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,502 | $78,781+197.7% | $100,516+133.3% | $73,409+219.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.4%+20.6pp | 72.2%+27.8pp |
| Annual return | 15.78% | 31.69%-15.9pp | 30.89%-15.1pp | 59.29%-43.5pp |
| Employer contribution / active EE | $5,976 | $2,420+147.0% | $3,418+74.9% | $2,234+167.6% |
| Participant deferral / active EE | $11,722 | $6,537+79.3% | $6,270+87.0% | $3,805+208.0% |
| Admin fee / account holder | $221 | $145+52.2% | $8,081-97.3% | $158+40.1% |