Filed January 11, 2006
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: MASSACHUSETTES MUTUAL LIFE Service code 52 · EIN 04-1590850 INSURANCE COMPANY · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $38,601 |
USI CONSULTING GROUP1 year Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $9,968 |
ALESCO ADVISORS1 year Filed as: ALESCO ADVISORS, LLC Service code 27 · EIN 16-1579300 | Advisory (Plan) | $6,449 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,988 | $64,909-3.0% | $82,313-23.5% | $62,292+1.1% |
| Participation rate | 84.4% | 74.9%+9.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 22.88% | 21.18%+1.7pp | 25.88%-3.0pp | 28.90%-6.0pp |
| Employer contribution / active EE | $755 | $1,676-55.0% | $2,428-68.9% | $2,042-63.0% |
| Participant deferral / active EE | $4,029 | $3,103+29.8% | $3,706+8.7% | $3,169+27.1% |
| Admin fee / account holder | $320 | $440-27.2% | $5,608-94.3% | $479-33.3% |