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: PRIVATE ADVISOR GROUP, LLC Service code 49 · EIN 27-3463733 65 MADISON AVE, SUITE 300 · MORRISTOWN, NJ 07960 | Other Services | $10,089 |
OTHER2 years Service code 19 · EIN 04-1590850 | Securities Custodian | $1,800 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 95-2834236 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $1,030 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $220 |
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 | $32,976 | $76,000-56.6% | $154,107-78.6% | $64,186-48.6% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | -7.00% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,408 | $3,351-28.1% | $5,298-54.5% | $2,381+1.1% |
| Participant deferral / active EE | $5,751 | $3,175+81.1% | $5,081+13.2% | $3,470+65.8% |
| Admin fee / account holder | $23 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |