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 64 · EIN 04-1590850 | Recordkeeping Fees | $77,770 |
LFA LIMITED LIABILITY CO3 years Filed as: LFA LIMITED LIABILITY CO 35-2111013 Service code 53 | Insurance Commissions | $37,228 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,582 |
LFA LIMITED LIABILITY CO5 years Service code 53 · EIN 35-2111013 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,315 | $86,655+75.8% | $119,609+27.3% | $66,914+127.6% |
| Participation rate | 71.2% | 75.6%-4.3pp | 79.3%-8.0pp | 69.8%+1.4pp |
| Annual return | -13.93% | -8.00%-5.9pp | -14.97%+1.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $8,490 | $2,536+234.8% | $4,232+100.6% | $2,544+233.7% |
| Participant deferral / active EE | $5,316 | $4,358+22.0% | $5,602-5.1% | $4,237+25.5% |
| Admin fee / account holder | $753 | $755-0.3% | $10,323-92.7% | $593+26.9% |