Filed August 16, 1999 (most recent of 2 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,957 |
EVEREN SECURITIES INC3 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 · EIN 36-4019175 | Advisory (Plan) | $8,529 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS Service code 13 | Contract Administrator | $1,656 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $150 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISOR Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: DIMENSIONAL FUNDS ADVISORS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DMINENSIONAL FUND ADVISORS Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $11,166 | $58,879-81.0% | $178,490-93.7% | $73,488-84.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.62% | 24.86%-16.2pp | 151.07%-142.4pp | 28.51%-19.9pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $168 | $400-58.1% | $13,984-98.8% | $513-67.3% |