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 | $19,172 |
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. GROSSMAN4+ years Filed as: STEPHEN L GROSSMAN Service code 53 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,676 | $52,953-66.6% | $172,739-89.8% | $65,185-72.9% |
| Participation rate | 76.3% | 66.2%+10.2pp | 82.6%-6.3pp | 70.2%+6.1pp |
| Annual return | 17.32% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.1pp |
| Employer contribution / active EE | $215 | $2,190-90.2% | $5,143-95.8% | $2,177-90.1% |
| Participant deferral / active EE | $962 | $2,471-61.1% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.1% |