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 |
|---|---|---|
OTHER1 year Service code 19 · EIN 13-5381590 | Securities Custodian | $25,300 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $388 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $215 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $0 |
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 | $33,718 | $84,233-60.0% | $170,442-80.2% | $70,131-51.9% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 17.38% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,019 | $3,387-40.4% | $5,433-62.8% | $2,342-13.8% |
| Participant deferral / active EE | $6,241 | $3,086+102.2% | $4,939+26.3% | $3,332+87.3% |
| Admin fee / account holder | $26 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |