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 49 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Services | $9,496 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 301 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $2,995 |
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 13 · EIN 25-1650062 437 GRANT ST., FRICK BLDG, STE 1100 · PITSBURGH, PA 15219 | Contract Administrator | $1,246 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS2+ years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE2+ 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 TEMPLETON2+ years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,712 | $58,879-78.4% | $178,490-92.9% | $73,488-82.7% |
| Participation rate | 62.4% | 66.2%-3.9pp | 81.9%-19.6pp | 70.7%-8.3pp |
| Annual return | 15.06% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $652 | $2,236-70.9% | $5,011-87.0% | $2,270-71.3% |
| Participant deferral / active EE | $1,964 | $2,567-23.5% | $5,202-62.2% | $3,740-47.5% |
| Admin fee / account holder | $63 | $400-84.4% | $13,984-99.6% | $513-87.8% |