Filed October 26, 2004
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 |
|---|---|---|
BENEFIT SERVICES GROUP, INC.1+ years Service code 13 · EIN 36-4275117 | Contract Administrator | $40,165 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,095 |
AYOTTE DECKER LLC1+ years Service code 10 · EIN 27-0376325 | Accounting | $6,000 |
WIRTZ INSURANCE AGENCY1+ years Service code 53 · EIN 36-2425211 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,659 | $74,498-18.6% | $94,224-35.6% | $59,188+2.5% |
| Participation rate | 97.1% | 76.8%+20.3pp | 78.8%+18.4pp | 69.4%+27.7pp |
| Annual return | 2.50% | 2.76%-0.3pp | 10.68%-8.2pp | 5.51%-3.0pp |
| Employer contribution / active EE | $757 | $2,077-63.6% | $3,587-78.9% | $2,098-63.9% |
| Participant deferral / active EE | $5,812 | $3,433+69.3% | $4,320+34.5% | $3,265+78.0% |
| Admin fee / account holder | $13 | $103-87.3% | $6,269-99.8% | $92-85.8% |