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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,308 |
LIFETIME BENEFIT SOLUTIONS5+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $12,077 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,328 |
LIFETIME BENEFIT SOLUTIONS5+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $0 |
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 | $95,674 | $98,982-3.3% | $162,163-41.0% | $65,185+46.8% |
| Participation rate | 95.2% | 85.8%+9.4pp | 87.6%+7.6pp | 70.2%+25.0pp |
| Annual return | 19.20% | 24.84%-5.6pp | 115.59%-96.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $3,773 | $3,467+8.8% | $5,614-32.8% | $2,177+73.3% |
| Participant deferral / active EE | $4,063 | $5,384-24.5% | $7,298-44.3% | $3,514+15.6% |
| Admin fee / account holder | $147 | $596-75.3% | $10,843-98.6% | $847-82.6% |