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 |
|---|---|---|
Service code 52 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $5,675 |
Filed as: EMPOWER LIFE & ANNUITY INS. CO. NY Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MML INVESTOR SERVICES Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Filed as: PKS FINANCIAL SERVICES Service code 53 · EIN 14-1796925 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,134 | $49,451+187.4% | $79,550+78.7% | $66,914+112.4% |
| Participation rate | 98.4% | 61.3%+37.0pp | 69.5%+28.9pp | 69.8%+28.6pp |
| Annual return | -16.09% | 84.25%-100.3pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,197 | $1,266+73.6% | $2,413-8.9% | $2,544-13.6% |
| Participant deferral / active EE | $8,584 | $3,159+171.8% | $3,985+115.4% | $4,237+102.6% |
| Admin fee / account holder | $22 | $595-96.3% | $6,832-99.7% | $593-96.3% |