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 | $21,864 |
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. GROSSMAN5+ 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 | $14,242 | $58,879-75.8% | $178,490-92.0% | $73,488-80.6% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 10.86% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.7pp |
| Employer contribution / active EE | $318 | $2,236-85.8% | $5,011-93.7% | $2,270-86.0% |
| Participant deferral / active EE | $851 | $2,567-66.8% | $5,202-83.6% | $3,740-77.2% |
| Admin fee / account holder | $98 | $400-75.6% | $13,984-99.3% | $513-81.0% |