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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 49 · EIN 27-3463733 65 MADISON AVE, SUITE 300 · MORRISTOWN, PA 07960 | Other Services | $9,628 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 PO BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $5,713 |
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 | $41,585 | $91,190-54.4% | $178,490-76.7% | $79,858-47.9% |
| Participation rate | 74.5% | 69.2%+5.3pp | 81.9%-7.4pp | 69.6%+4.9pp |
| Annual return | 14.68% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,493 | $3,256-54.1% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $5,876 | $3,236+81.6% | $5,202+13.0% | $3,740+57.1% |
| Admin fee / account holder | $21 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |