Filed December 15, 2010
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,078 |
Service code 13 | Contract Administrator | $5,000 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
STEPHEN L. GROSSMAN2+ years Filed as: STEPHEN L GROSSMAN Service code 53 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,927 | $55,453-94.7% | $170,442-98.3% | $62,292-95.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.95% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $549 | $2,164-74.6% | $5,433-89.9% | $2,042-73.1% |
| Participant deferral / active EE | $824 | $2,303-64.2% | $4,939-83.3% | $3,169-74.0% |
| Admin fee / account holder | $47 | $455-89.7% | $13,880-99.7% | $479-90.2% |