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 FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,253 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $15,522 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $8,932 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 | Advisory (Plan) | $4,751 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
MID-ATLANTIC PENSION SPECIALISTS5+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 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 | $88,644 | $136,307-35.0% | $177,821-50.1% | $73,488+20.6% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.7%-2.3pp | 70.7%+14.8pp |
| Annual return | 11.51% | 18.68%-7.2pp | 48.32%-36.8pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,088 | $3,712-43.8% | $5,918-64.7% | $2,270-8.0% |
| Participant deferral / active EE | $4,243 | $5,829-27.2% | $7,714-45.0% | $3,740+13.5% |
| Admin fee / account holder | $140 | $596-76.5% | $12,427-98.9% | $513-72.8% |