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 | $14,945 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 301 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $5,222 |
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 13 · EIN 25-1650062 437 GRANT ST., FRICK BLDG, STE 1100 · PITSBURGH, PA 15219 | Contract Administrator | $488 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS3+ years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE3+ 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 TEMPLETON3+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,182 | $61,156-70.3% | $185,823-90.2% | $79,386-77.1% |
| Participation rate | 50.2% | 66.6%-16.4pp | 81.7%-31.5pp | 70.7%-20.5pp |
| Annual return | 36.06% | 19.45%+16.6pp | 122.05%-86.0pp | 116.85%-80.8pp |
| Employer contribution / active EE | $552 | $2,321-76.2% | $5,167-89.3% | $2,427-77.3% |
| Participant deferral / active EE | $1,683 | $2,789-39.6% | $5,568-69.8% | $4,046-58.4% |
| Admin fee / account holder | $100 | $710-85.9% | $16,237-99.4% | $626-84.1% |