Filed December 28, 2010
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 5-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 INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $464,628 |
THE CENTURION GROUP, LLC2 years Filed as: THE CENTURION GROUP LLC Service code 70 · EIN 20-8394397 | Consulting Fees | $42,244 |
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERV PLAN SERVICES LLC Service code 15 | Recordkeeping | $19,800 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $15,550 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 72-1625348 | Advisory (Participants) | $15,103 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE Service code 28 · EIN 13-5770651 | Investment Management | $7,021 |
Filed as: METLIFE INSURANCE COMPANY Service code 26 P.O. BOX 10356 · DES MOINES, IA 503060295 | Advisory (Participants) | $5,811 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUND Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | 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 | $53,633 | $45,382+18.2% | $154,107-65.2% | $75,289-28.8% |
| Participation rate | 92.6% | 65.9%+26.7pp | 83.0%+9.6pp | 72.4%+20.2pp |
| Annual return | -4.27% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $928 | $1,533-39.5% | $5,298-82.5% | $2,405-61.4% |
| Participant deferral / active EE | $3,606 | $2,384+51.3% | $5,081-29.0% | $3,739-3.5% |
| Admin fee / account holder | $97 | $89+9.1% | $13,411-99.3% | $102-4.8% |