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.2+ years Service code 13 · EIN 36-4275117 680 N. LAKE SHORE DRIVE · CHICAGO, IL 60611 | Contract Administrator | $16,450 |
AYOTTE DECKER LLC2+ years Service code 10 · EIN 27-0376325 1730 PARK STREET · NAPERVILLE, IL 60563 | Accounting | $6,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, ME 01111 | Indirect Investment Fees | $5,405 |
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 | $76,269 | $63,924+19.3% | $108,579-29.8% | $55,167+38.3% |
| Participation rate | 97.4% | 74.3%+23.0pp | 79.6%+17.8pp | 69.0%+28.4pp |
| Annual return | -77.36% | 15.31%-92.7pp | -51.70%-25.7pp | 169.23%-246.6pp |
| Employer contribution / active EE | $828 | $1,879-55.9% | $3,758-78.0% | $1,963-57.8% |
| Participant deferral / active EE | $9,100 | $3,067+196.8% | $4,311+111.1% | $3,054+198.0% |
| Admin fee / account holder | $17 | $618-97.3% | $7,645-99.8% | $504-96.7% |