Filed January 23, 2023
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COT Service code 49 · EIN 04-1590850 | Other Services | $56,850 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL -RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,000 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $7,232 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PL · APPLETON, WI 54914 | Contract Administrator | $1,713 |
Participant contribution per participant 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 | $56,333 | $88,515-36.4% | $162,163-65.3% | $67,579-16.6% |
| Participation rate | 89.2% | 86.8%+2.4pp | 87.6%+1.6pp | 71.3%+17.9pp |
| Annual return | 24.27% | 27.04%-2.8pp | 115.59%-91.3pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,546 | $3,563-56.6% | $5,614-72.5% | $2,148-28.0% |
| Participant deferral / active EE | $2,922 | $5,724-48.9% | $7,298-60.0% | $3,539-17.4% |
| Admin fee / account holder | $264 | $124+113.9% | $10,843-97.6% | $142+85.9% |