Filed June 7, 2006 (most recent of 3 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 |
|---|---|---|
THURSTON SPRINGER MILLER3 years Service code 26 · EIN 35-1493200 | Advisory (Participants) | $14,135 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,094 | $62,928-66.5% | $172,739-87.8% | $67,579-68.8% |
| Participation rate | 83.4% | 64.5%+18.9pp | 82.6%+0.7pp | 71.3%+12.1pp |
| Annual return | 15.42% | 30.36%-14.9pp | 802.84%-787.4pp | 378.56%-363.1pp |
| Employer contribution / active EE | $1,739 | $1,636+6.3% | $5,143-66.2% | $2,148-19.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $27 | $167-83.6% | $13,954-99.8% | $142-80.7% |