Filed March 27, 2007
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $57,353 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $33,814 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 99 · EIN 04-2530412 | Other Fees | $21,580 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 99 · EIN 13-3036745 | Other Fees | $12,119 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,106 |
CARON & BLETZER, PLLC4 years Filed as: CARON AND BLETZER Service code 99 · EIN 04-3499945 | Other Fees | $7,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,001 | $123,077-35.8% | $116,228-32.0% | $102,872-23.2% |
| Participation rate | 53.7% | 87.0%-33.3pp | 74.6%-20.8pp | 73.0%-19.3pp |
| Annual return | 35.57% | 15.84%+19.7pp | 90.06%-54.5pp | 19.06%+16.5pp |
| Employer contribution / active EE | $1,272 | $4,380-71.0% | $2,994-57.5% | $3,526-63.9% |
| Participant deferral / active EE | $2,460 | $6,746-63.5% | $4,953-50.3% | $5,535-55.6% |
| Admin fee / account holder | $247 | $115+114.3% | $11,989-97.9% | $292-15.4% |