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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 27 · EIN 04-1590850 | Advisory (Plan) | $43,287 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $9,384 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
LPL FINANCIAL5+ 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 MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
MID-ATLANTIC PENSION SPECIALISTS4+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | 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 | $80,163 | $98,982-19.0% | $162,163-50.6% | $65,185+23.0% |
| Participation rate | 87.3% | 85.8%+1.5pp | 87.6%-0.3pp | 70.2%+17.1pp |
| Annual return | 18.50% | 24.84%-6.3pp | 115.59%-97.1pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,857 | $3,467-46.4% | $5,614-66.9% | $2,177-14.7% |
| Participant deferral / active EE | $3,745 | $5,384-30.4% | $7,298-48.7% | $3,514+6.6% |
| Admin fee / account holder | $65 | $596-89.0% | $10,843-99.4% | $847-92.3% |