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) | $370,100 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $27,236 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $22,204 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $6,250 |
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 | $27,243 | $37,196-26.8% | $154,107-82.3% | $55,725-51.1% |
| Participation rate | 99.8% | 64.1%+35.7pp | 83.0%+16.8pp | 70.9%+29.0pp |
| Annual return | -2.93% | 1319.68%-1322.6pp | 735.12%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $837 | $1,614-48.1% | $5,298-84.2% | $2,078-59.7% |
| Participant deferral / active EE | $1,604 | $2,068-22.5% | $5,081-68.4% | $3,356-52.2% |
| Admin fee / account holder | $87 | $102-14.4% | $13,411-99.4% | $115-24.5% |