Filed October 21, 1994
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: MASSACHESETTS MUTUAL LIFE INS. CO. Service code 49 · EIN 04-1590850 | Other Services | $349,554 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 16 · EIN 75-3204798 | Consulting | $0 |
LOCKE & ASSOCIATES P.C.3 years Service code 10 · EIN 23-2989882 | Accounting | $0 |
Service code 52 | Indirect Investment Fees | $0 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES PA, INC. Service code 14 · EIN 13-4096969 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,148 | $63,259-39.7% | $178,490-78.6% | $93,223-59.1% |
| Participation rate | 33.6% | 72.1%-38.6pp | 81.9%-48.3pp | 74.9%-41.3pp |
| Annual return | 16.19% | 19.93%-3.7pp | 151.07%-134.9pp | 19.29%-3.1pp |
| Employer contribution / active EE | $283 | $1,865-84.8% | $5,011-94.3% | $2,680-89.4% |
| Participant deferral / active EE | $946 | $3,372-72.0% | $5,202-81.8% | $4,563-79.3% |
| Admin fee / account holder | $100 | $58+72.9% | $13,984-99.3% | $79+26.7% |