Filed September 3, 2013 (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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $84,228 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $4,934 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,437 | $65,820-27.9% | $108,745-56.4% | $57,658-17.7% |
| Participation rate | 89.5% | 72.7%+16.8pp | 77.7%+11.8pp | 70.2%+19.3pp |
| Annual return | 15.69% | 21.32%-5.6pp | 46.22%-30.5pp | 5.13%+10.6pp |
| Employer contribution / active EE | $1,864 | $2,285-18.4% | $3,323-43.9% | $1,974-5.5% |
| Participant deferral / active EE | $3,386 | $3,578-5.4% | $5,121-33.9% | $3,061+10.6% |
| Admin fee / account holder | $84 | $91-8.2% | $6,144-98.6% | $95-11.5% |