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) | $34,341 |
LIFETIME BENEFIT SOLUTIONS8+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $9,994 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $3,505 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $676 |
LIFETIME BENEFIT SOLUTIONS8+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,624 | $102,553-17.5% | $151,611-44.2% | $66,914+26.5% |
| Participation rate | 96.9% | 85.5%+11.4pp | 87.5%+9.4pp | 69.8%+27.1pp |
| Annual return | -11.31% | -10.82%-0.5pp | 3.33%-14.6pp | 1.58%-12.9pp |
| Employer contribution / active EE | $3,377 | $4,180-19.2% | $6,166-45.2% | $2,544+32.7% |
| Participant deferral / active EE | $3,904 | $6,641-41.2% | $8,363-53.3% | $4,237-7.8% |
| Admin fee / account holder | $118 | $630-81.3% | $11,616-99.0% | $593-80.2% |