Filed January 24, 2010 (most recent of 2 filings on file)
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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $2,893 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $599 |
Filed as: MML INVESTOR SERVICES, LLC Service code 49 · EIN 04-2746212 P.O. BOX 1583 · HARTFORD, CT 061441583 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,059 | $75,828-61.7% | $147,614-80.3% | $59,632-51.3% |
| Participation rate | 49.3% | 71.6%-22.3pp | 84.6%-35.4pp | 68.7%-19.4pp |
| Annual return | -0.67% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,883 | $3,485-46.0% | $5,564-66.2% | $2,203-14.5% |
| Participant deferral / active EE | $5,942 | $3,130+89.8% | $4,895+21.4% | $3,192+86.2% |
| Admin fee / account holder | $35 | $5,985-99.4% | $11,611-99.7% | $4,297-99.2% |