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) | $40,676 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $25,508 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 50 · EIN 04-1590850 | Direct Payment | $15,480 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 15 · EIN 16-1062503 | Recordkeeping | $766 |
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 | $41,158 | $52,293-21.3% | $178,490-76.9% | $73,409-43.9% |
| Participation rate | 99.8% | 65.3%+34.5pp | 81.9%+17.9pp | 72.2%+27.6pp |
| Annual return | 12.72% | 34.75%-22.0pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $936 | $1,735-46.1% | $5,011-81.3% | $2,234-58.1% |
| Participant deferral / active EE | $1,616 | $2,332-30.7% | $5,202-68.9% | $3,805-57.5% |
| Admin fee / account holder | $84 | $127-34.2% | $13,984-99.4% | $158-46.9% |