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 | $178,573 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,586 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,115 |
Service code 27 · EIN 61-1732930 | 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 | $55,978 | $75,419-25.8% | $392,568-85.7% | $67,579-17.2% |
| Participation rate | 95.3% | 74.8%+20.4pp | 78.1%+17.2pp | 71.3%+24.0pp |
| Annual return | 24.77% | 36.70%-11.9pp | 24.42%+0.3pp | 378.56%-353.8pp |
| Employer contribution / active EE | $2,218 | $2,636-15.9% | $3,783-41.4% | $2,148+3.3% |
| Participant deferral / active EE | $4,072 | $4,347-6.3% | $5,985-32.0% | $3,539+15.1% |
| Admin fee / account holder | $160 | $114+40.7% | $6,260-97.4% | $142+12.5% |