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 | $20,031 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 301 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $7,373 |
DUNBAR, BENDER & ZAPF, INC.4+ years Service code 13 · EIN 25-1650062 437 GRANT ST., FRICK BLDG, STE 1100 · PITSBURGH, PA 15219 | Contract Administrator | $2,718 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS4+ years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EATON VANCE4+ 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 TEMPLETON4+ 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.
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 | $14,022 | $46,292-69.7% | $143,757-90.2% | $64,808-78.4% |
| Participation rate | 45.4% | 64.2%-18.8pp | 80.3%-34.9pp | 71.5%-26.0pp |
| Annual return | -14.71% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $498 | $1,910-73.9% | $4,951-89.9% | $2,506-80.1% |
| Participant deferral / active EE | $1,628 | $2,646-38.5% | $5,637-71.1% | $4,310-62.2% |
| Admin fee / account holder | $108 | $154-30.1% | $14,673-99.3% | $188-42.7% |