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 FINANCIAL2 years Service code 27 | Advisory (Plan) | $25,918 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $15,638 |
MID-ATLANTIC PENSION SPECIALISTS4+ years Filed as: MID ATLANTIC PENSION SPECIALISTS Service code 13 | Contract Administrator | $8,985 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
MID-ATLANTIC PENSION SPECIALISTS3+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,735 | $80,005-15.3% | $140,016-51.6% | $55,725+21.6% |
| Participation rate | 88.1% | 87.0%+1.1pp | 87.5%+0.6pp | 70.9%+17.2pp |
| Annual return | -0.25% | 0.46%-0.7pp | 651.12%-651.4pp | 244.93%-245.2pp |
| Employer contribution / active EE | $1,764 | $3,403-48.2% | $5,606-68.5% | $2,078-15.1% |
| Participant deferral / active EE | $3,419 | $5,264-35.0% | $6,927-50.6% | $3,356+1.9% |
| Admin fee / account holder | $59 | $116-48.8% | $10,705-99.4% | $115-48.6% |