Filed December 21, 2016 (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 |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 14 · EIN 36-1436000 | Plan Administrator | $33,646 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 14 | Plan Administrator | $5,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,090 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,809 | $46,173-35.4% | $170,442-82.5% | $69,631-57.2% |
| Participation rate | 34.8% | 63.9%-29.1pp | 83.6%-48.8pp | 70.7%-35.9pp |
| Annual return | 11.42% | 21.62%-10.2pp | 205.93%-194.5pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $308 | $1,610-80.9% | $5,433-94.3% | $2,032-84.8% |
| Participant deferral / active EE | $1,490 | $2,080-28.4% | $4,939-69.8% | $3,224-53.8% |
| Admin fee / account holder | $5 | $116-95.3% | $13,880-100.0% | $110-95.1% |