Filed October 28, 2002
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,318 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-6228948 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: DIMENSIONAL FUNDS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
PARNASSUS2 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
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 | $55,737 | $51,620+8.0% | $90,281-38.3% | $65,185-14.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.05% | 24.94%-4.9pp | 78.10%-58.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $6,686 | $2,235+199.2% | $2,854+134.2% | $2,177+207.2% |
| Participant deferral / active EE | $2,807 | $2,871-2.2% | $3,885-27.7% | $3,514-20.1% |
| Admin fee / account holder | $4 | $384-98.9% | $5,351-99.9% | $847-99.5% |