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 | $20,537 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
Service code 13 | Contract Administrator | $0 |
STEPHEN L. GROSSMAN3+ years Filed as: STEPHEN L GROSSMAN Service code 53 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,322 | $47,977-68.1% | $154,107-90.1% | $56,287-72.8% |
| Participation rate | 56.5% | 66.2%-9.7pp | 83.0%-26.5pp | 69.9%-13.4pp |
| Annual return | -3.42% | 3.54%-7.0pp | 735.12%-738.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $632 | $2,169-70.9% | $5,298-88.1% | $2,111-70.1% |
| Participant deferral / active EE | $940 | $2,392-60.7% | $5,081-81.5% | $3,350-71.9% |
| Admin fee / account holder | $148 | $438-66.3% | $13,411-98.9% | $521-71.6% |