Filed June 8, 2009 (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 7-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: MASSACHUSETTES MUTUAL LIFE INSURANC Service code 52 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $3,509 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 301 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $918 |
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 13 · EIN 25-1650062 437 GRANT ST., FRICK BLDG, STE 1100 · PITSBURGH, PA 15219 | Contract Administrator | $88 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS1+ years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE1+ years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,796 | $52,953-79.6% | $172,739-93.7% | $65,185-83.4% |
| Participation rate | 68.8% | 66.2%+2.6pp | 82.6%-13.9pp | 70.2%-1.4pp |
| Annual return | 11.17% | 30.12%-19.0pp | 802.84%-791.7pp | 29.38%-18.2pp |
| Employer contribution / active EE | $567 | $2,190-74.1% | $5,143-89.0% | $2,177-74.0% |
| Participant deferral / active EE | $1,795 | $2,471-27.3% | $5,198-65.5% | $3,514-48.9% |
| Admin fee / account holder | $33 | $472-93.1% | $13,954-99.8% | $847-96.2% |