Filed October 18, 2004
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 |
|---|---|---|
STRATEGIC PENSION SERVICES, LLC2+ years Service code 13 · EIN 14-1836262 | Contract Administrator | $14,316 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,145 |
Filed as: EVESTNET RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: JOHN D DEMARIA Service code 53 3 HALFMOON EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Insurance Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,390 | $42,772+104.3% | $87,507-0.1% | $55,167+58.4% |
| Participation rate | 77.5% | 66.5%+11.0pp | 73.8%+3.6pp | 69.0%+8.5pp |
| Annual return | 6.33% | 21.20%-14.9pp | 12.21%-5.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $716 | $1,277-43.9% | $2,550-71.9% | $1,963-63.5% |
| Participant deferral / active EE | $5,186 | $2,342+121.4% | $3,149+64.7% | $3,054+69.8% |
| Admin fee / account holder | $17 | $461-96.4% | $4,221-99.6% | $504-96.7% |