Filed December 2, 2011
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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC4+ years Service code 53 · EIN 23-1706189 | Insurance Commissions | $24,760 |
LIFETIME BENEFIT SOLUTIONS4+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $12,067 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,388 |
LIFETIME BENEFIT SOLUTIONS4+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $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 | $77,601 | $79,523-2.4% | $140,016-44.6% | $56,287+37.9% |
| Participation rate | 93.8% | 85.7%+8.1pp | 87.5%+6.3pp | 69.9%+23.9pp |
| Annual return | -4.98% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,637 | $3,350+8.6% | $5,606-35.1% | $2,111+72.3% |
| Participant deferral / active EE | $3,783 | $5,129-26.2% | $6,927-45.4% | $3,350+12.9% |
| Admin fee / account holder | $15 | $614-97.6% | $10,705-99.9% | $521-97.2% |