Filed October 17, 2012 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $85,036 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,009 |
WALKER BENEFITS, LLC1+ years Service code 49 · EIN 32-0453512 | Other Services | $7,107 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $38,828 | $152,460-74.5% | $118,746-67.3% | $147,584-73.7% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 18.86% | 17.41%+1.4pp | 24.54%-5.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $298 | $16,953-98.2% | $10,720-97.2% | $10,885-97.3% |