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) | $37,688 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $27,418 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $24,623 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $11,020 |
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 | $36,466 | $62,928-42.1% | $172,739-78.9% | $67,579-46.0% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 19.98% | 30.36%-10.4pp | 802.84%-782.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $994 | $1,636-39.2% | $5,143-80.7% | $2,148-53.7% |
| Participant deferral / active EE | $1,569 | $2,145-26.8% | $5,198-69.8% | $3,539-55.7% |
| Admin fee / account holder | $108 | $167-35.3% | $13,954-99.2% | $142-24.3% |