Filed July 22, 2008 (most recent of 2 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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $26,310 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 24 · EIN 61-1732930 | Discretionary Trustee | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,313 | $47,977-38.9% | $154,107-81.0% | $56,287-47.9% |
| Participation rate | 93.4% | 66.2%+27.2pp | 83.0%+10.4pp | 69.9%+23.6pp |
| Annual return | -5.03% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $5,214 | $2,169+140.4% | $5,298-1.6% | $2,111+147.0% |
| Participant deferral / active EE | $3,571 | $2,392+49.3% | $5,081-29.7% | $3,350+6.6% |
| Admin fee / account holder | $121 | $438-72.5% | $13,411-99.1% | $521-76.8% |