Filed January 7, 2005
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 INS GROUP Service code 99 | Other Fees | $6,099 |
401K SAFE1 year Service code 99 · EIN 83-0824803 | Other Fees | $4,676 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,011 |
Filed as: RED BANK PENSION SERVICES Service code 49 | Other Services | $1,937 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 99 · EIN 04-1590850 | Other Fees | $0 |
Filed as: RED BANK PENSION Service code 49 · EIN 22-2755716 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,991 | $55,415-47.7% | $155,509-81.4% | $74,495-61.1% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 10.69% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,081 | $2,267-52.3% | $4,672-76.9% | $2,623-58.8% |
| Participant deferral / active EE | $2,821 | $2,836-0.5% | $5,626-49.9% | $4,346-35.1% |
| Admin fee / account holder | $142 | $1,738-91.9% | $15,912-99.1% | $1,942-92.7% |