Filed January 27, 2009
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $48,439 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $2,425 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY S TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Insurance Commissions | $0 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL J. MCDERMID Service code 53 37 FRANKLIN STREET STE 600 · BUFFALO, NY 14202 | Insurance Commissions | $0 |
Filed as: ROBIN M TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Insurance Commissions | $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 | $32,676 | $37,117-12.0% | $147,614-77.9% | $55,191-40.8% |
| Participation rate | 99.7% | 63.6%+36.1pp | 84.6%+15.1pp | 69.2%+30.6pp |
| Annual return | 0.34% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,262 | $1,620-22.1% | $5,564-77.3% | $1,899-33.6% |
| Participant deferral / active EE | $1,743 | $1,985-12.2% | $4,895-64.4% | $3,046-42.8% |
| Admin fee / account holder | $85 | $86-0.3% | $11,611-99.3% | $91-6.0% |