Filed January 28, 2005
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: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $83,393 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,312 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,730 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,656 | $57,096+95.6% | $94,224+18.5% | $55,191+102.3% |
| Participation rate | 99.0% | 75.7%+23.3pp | 78.8%+20.2pp | 69.2%+29.8pp |
| Annual return | -0.10% | 159.65%-159.7pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,112 | $1,708+82.2% | $3,587-13.2% | $1,899+63.9% |
| Participant deferral / active EE | $6,717 | $3,165+112.2% | $4,320+55.5% | $3,046+120.5% |
| Admin fee / account holder | $28 | $89-69.1% | $6,269-99.6% | $91-69.6% |