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 |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $2,100 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $350 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $210 |
Filed as: MML INVESTOR SERVICES, LLC Service code 49 · EIN 04-2746212 P.O. BOX 1583 · HARTFORD, CT 061441583 | Other Services | $0 |
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 | $30,337 | $77,634-60.9% | $156,549-80.6% | $62,891-51.8% |
| Participation rate | 72.4% | 71.2%+1.2pp | 84.0%-11.6pp | 69.3%+3.1pp |
| Annual return | 10.26% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,518 | $3,444-55.9% | $5,501-72.4% | $2,281-33.5% |
| Participant deferral / active EE | $5,206 | $3,045+70.9% | $4,871+6.9% | $3,203+62.5% |
| Admin fee / account holder | $30 | $5,561-99.5% | $13,027-99.8% | $4,296-99.3% |