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.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SERVICES GROUP, INC.1+ years Service code 13 · EIN 36-4275117 680 NORTH LAKE SHORE DRIVE · CHICAGO, IL 60611 | Contract Administrator | $3,777 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $1,795 |
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 | $82,233 | $57,108+44.0% | $94,224-12.7% | $52,331+57.1% |
| Participation rate | 94.1% | 72.9%+21.1pp | 78.8%+15.3pp | 68.1%+26.0pp |
| Annual return | 0.89% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,548 | $3,040+49.6% | $4,320+5.3% | $3,022+50.5% |
| Admin fee / account holder | $15 | $546-97.2% | $6,269-99.8% | $592-97.4% |