Filed March 17, 2016 (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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $18,293 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,438 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,222 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,865 | $78,419-82.3% | $133,956-89.6% | $73,409-81.1% |
| Participation rate | 81.2% | 78.6%+2.6pp | 79.8%+1.4pp | 72.2%+9.1pp |
| Annual return | 14.89% | 33.35%-18.5pp | 45.09%-30.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $753 | $2,044-63.1% | $3,919-80.8% | $2,234-66.3% |
| Participant deferral / active EE | $2,425 | $3,925-38.2% | $5,048-51.9% | $3,805-36.3% |
| Admin fee / account holder | $79 | $161-51.2% | $8,927-99.1% | $158-50.1% |