Filed December 2, 2008 (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 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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 | Advisory (Plan) | $24,456 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,570 |
MID-ATLANTIC PENSION SPECIALISTS3+ years Filed as: MID ATLANTIC PENSION SPECIALISTS Service code 13 | Contract Administrator | $7,807 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
MID-ATLANTIC PENSION SPECIALISTS2+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,031 | $81,537-19.0% | $149,718-55.9% | $69,631-5.2% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.1%+1.0pp | 70.7%+17.4pp |
| Annual return | 13.07% | 22.79%-9.7pp | 1501.63%-1488.6pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,250 | $3,239-61.4% | $5,445-77.0% | $2,032-38.5% |
| Participant deferral / active EE | $2,951 | $4,994-40.9% | $6,569-55.1% | $3,224-8.5% |
| Admin fee / account holder | $48 | $107-55.3% | $11,283-99.6% | $110-56.7% |