Filed December 3, 2013 (most recent of 2 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: MASS MUTUAL LIFE INS. COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,588 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,150 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $217 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 14 | Plan Administrator | $140 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTEMENTS Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | 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 | $59,551 | $56,485+5.4% | $185,823-68.0% | $86,799-31.4% |
| Participation rate | 89.7% | 65.5%+24.3pp | 81.7%+8.0pp | 72.3%+17.5pp |
| Annual return | 17.41% | 118.04%-100.6pp | 122.05%-104.6pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,713 | $1,843+47.2% | $5,167-47.5% | $2,405+12.8% |
| Participant deferral / active EE | $4,293 | $2,553+68.1% | $5,568-22.9% | $4,131+3.9% |
| Admin fee / account holder | $34 | $150-77.4% | $16,237-99.8% | $170-80.1% |