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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor declined to express an opinion - 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% | $170,435-98.3% | $62,293-95.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.95% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $549 | $2,164-74.6% | $5,432-89.9% | $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% | $13,881-99.7% | $479-90.2% |