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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,666 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 | Contract Administrator | $20,331 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,684 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $4,680 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY S TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Insurance Commissions | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $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 | $27,503 | $46,173-40.4% | $170,442-83.9% | $69,631-60.5% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 36.38% | 21.62%+14.8pp | 205.93%-169.6pp | 27571.02%-27534.6pp |
| Employer contribution / active EE | $1,200 | $1,610-25.4% | $5,433-77.9% | $2,032-40.9% |
| Participant deferral / active EE | $1,478 | $2,080-28.9% | $4,939-70.1% | $3,224-54.1% |
| Admin fee / account holder | $56 | $116-51.6% | $13,880-99.6% | $110-49.2% |