Filed October 5, 1992
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 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $37,337 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,186 | $74,347-4.3% | $93,606-24.0% | $67,579+5.3% |
| Participation rate | 86.6% | 80.6%+6.0pp | 75.8%+10.8pp | 71.3%+15.3pp |
| Annual return | 18.46% | 28.07%-9.6pp | 32.76%-14.3pp | 378.56%-360.1pp |
| Employer contribution / active EE | $1,267 | $2,583-50.9% | $2,718-53.4% | $2,148-41.0% |
| Participant deferral / active EE | $3,742 | $4,060-7.8% | $4,069-8.0% | $3,539+5.7% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |