Filed July 6, 2001
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 | $97,992 |
LFA LIMITED LIABILITY CO2 years Filed as: LFA LIMITED LIABILITY CO 35-2111013 Service code 53 | Insurance Commissions | $44,286 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY 43-1646043 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY 44-6006315 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS 22-1557722 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS 52-0792143 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS 66-0793788 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS 94-6050854 Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,212 | $93,182+80.5% | $146,665+14.7% | $79,386+111.9% |
| Participation rate | 80.6% | 76.4%+4.1pp | 80.1%+0.5pp | 70.7%+9.9pp |
| Annual return | 12.43% | 21.61%-9.2pp | 22.74%-10.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $6,519 | $2,420+169.4% | $4,136+57.6% | $2,427+168.6% |
| Participant deferral / active EE | $4,237 | $4,169+1.6% | $5,506-23.1% | $4,046+4.7% |
| Admin fee / account holder | $697 | $585+19.1% | $10,280-93.2% | $626+11.2% |