Filed November 30, 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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $34,156 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $16,036 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $8,728 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL INS CO Service code 50 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,788 | $55,790-10.8% | $76,817-35.2% | $67,579-26.3% |
| Participation rate | 90.0% | 71.1%+18.9pp | 72.1%+17.9pp | 71.3%+18.7pp |
| Annual return | 10.13% | 64.45%-54.3pp | 1166.11%-1156.0pp | 378.56%-368.4pp |
| Employer contribution / active EE | $1,516 | $1,810-16.2% | $2,302-34.1% | $2,148-29.4% |
| Participant deferral / active EE | $1,603 | $2,875-44.2% | $3,336-51.9% | $3,539-54.7% |
| Admin fee / account holder | $16 | $159-89.7% | $6,420-99.7% | $142-88.4% |