Filed April 28, 1995
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 64 · EIN 04-1590850 | Recordkeeping Fees | $134,064 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $32,925 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $22,940 |
MMA SECURITIES LLC5 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $20,869 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,844 | $81,908+36.5% | $90,749+23.2% | $64,808+72.6% |
| Participation rate | 99.9% | 80.5%+19.4pp | 75.7%+24.2pp | 71.5%+28.4pp |
| Annual return | -9.43% | -12.53%+3.1pp | -12.16%+2.7pp | 32.82%-42.3pp |
| Employer contribution / active EE | $6,845 | $3,065+123.3% | $2,921+134.3% | $2,506+173.2% |
| Participant deferral / active EE | $8,194 | $4,840+69.3% | $4,564+79.5% | $4,310+90.1% |
| Admin fee / account holder | $157 | $157-0.1% | $8,445-98.1% | $188-16.4% |