Filed November 10, 2010
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 8-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: MASS MUTUTAL LIFE INSURANCE COMPANY Service code 50 · EIN 04-1590850 | Direct Payment | $42,639 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 50 · EIN 31-1229779 | Direct Payment | $25,000 |
US BANK1+ years Service code 50 · EIN 41-6271370 | Direct Payment | $17,370 |
Filed as: FIFTH THIRD BANK Service code 50 · EIN 31-1051736 | Direct Payment | $15,300 |
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT CO. Service code 50 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Direct Payment | $14,977 |
BKD, LLP1+ years Service code 50 · EIN 44-0160260 | Direct Payment | $8,900 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 50 · EIN 34-1930606 | Direct Payment | $8,666 |
DINSMORE & SHOHL LLP1+ years Filed as: DINSMORE & SHOHL Service code 50 · EIN 31-0263070 | Direct Payment | $7,014 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.94% | -0.83%-1.1pp | -1.08%-0.9pp | 2.81%-4.8pp |
| Employer contribution / active EE | $16,065 | $22,474-28.5% | $35,779-55.1% | $16,358-1.8% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |