Filed June 27, 2006
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 38 · EIN 04-1590850 | Participant Communication | $221,511 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $70,866 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $52,000 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $15,640 |
USI CONSULTING GROUP3 years Service code 17 · EIN 06-1053228 | Pension Consulting | $7,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,252 | $71,142+136.5% | $119,609+40.7% | $64,808+159.6% |
| Participation rate | 77.9% | 78.6%-0.7pp | 79.3%-1.3pp | 71.5%+6.5pp |
| Annual return | -17.33% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,140 | $2,497-14.3% | $4,232-49.4% | $2,506-14.6% |
| Participant deferral / active EE | $7,867 | $4,490+75.2% | $5,602+40.4% | $4,310+82.5% |
| Admin fee / account holder | $472 | $162+191.3% | $10,323-95.4% | $188+151.5% |