Filed April 27, 1993
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: MML INVESTORS SERVICES INC. Service code 53 | Insurance Commissions | $43,272 |
Filed as: PKS FINANCIAL SERVICES INC. Service code 53 · EIN 14-1796925 | Insurance Commissions | $25,551 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 13 · EIN 33-6134835 8580 LA MESA BOULEVARD SUITE 101 · LA MESA, CA 91942 | Contract Administrator | $7,144 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 | Contract Administrator | $6,264 |
KEITH R SOLTIS1 year Filed as: KEITH R. SOLTIS Service code 53 | Insurance Commissions | $1,495 |
KEITH R SOLTIS5 years Service code 53 4 CAMPUS DR. · PARSIPPANY, NJ 07054 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS LIFE INS. CO. Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $65,170-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 29.3%-29.3pp | 5.6%-5.6pp |
| Annual return | -15.04% | 39.77%-54.8pp | 7.07%-22.1pp | 39.77%-54.8pp |
| Employer contribution / active EE | $9,913 | $19,959-50.3% | $34,847-71.6% | $19,959-50.3% |
| Participant deferral / active EE | $0 | $614-100.0% | $4-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $51-100.0% | $62-100.0% |