Filed August 3, 2012
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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 49 | Other Services | $5,552 |
Filed as: FIDELITY INVEST INST. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $365 |
Filed as: MASS MUTUAL INC. CO. Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue; In... | $307 |
AMERICAN FUNDS1+ years Filed as: AMERICAN FUNDS GROWTH FUND Service code 15 | Recordkeeping | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,844 | $75,828-62.0% | $147,614-80.5% | $59,632-51.6% |
| Participation rate | 61.5% | 71.6%-10.0pp | 84.6%-23.1pp | 68.7%-7.1pp |
| Annual return | 0.45% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $483 | $3,485-86.1% | $5,564-91.3% | $2,203-78.1% |
| Participant deferral / active EE | $3,304 | $3,130+5.5% | $4,895-32.5% | $3,192+3.5% |
| Admin fee / account holder | $9 | $5,985-99.9% | $11,611-99.9% | $4,297-99.8% |