Filed January 18, 2014
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 INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $123,526 |
ALPHA PENSION GROUP, INC.3+ years Filed as: ALPHA PENSION GROUP Service code 27 | Advisory (Plan) | $23,000 |
Filed as: ALEXANDER ARONSON FINNING & CO, PC Service code 10 | Accounting | $7,448 |
Filed as: ALEXANDER ARONSON FINNING & CO, INC Service code 10 · EIN 04-2571780 | Accounting | $0 |
ALPHA PENSION GROUP, INC.4+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,938 | $70,083-78.7% | $59,878-75.1% | $55,725-73.2% |
| Participation rate | 79.8% | 78.4%+1.4pp | 74.7%+5.1pp | 70.9%+8.9pp |
| Annual return | -3.92% | 3.13%-7.0pp | 3.46%-7.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,245 | $2,878-22.0% | $2,722-17.5% | $2,078+8.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $107 | $70+51.7% | $3,590-97.0% | $115-7.4% |