Filed December 29, 1992
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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $9,165 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,348 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,490 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS MIDWEST Service code 27 · EIN 68-0632878 | Advisory (Plan) | $2,140 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Service code 38 · EIN 68-0632878 | Participant Communication | $916 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS Service code 27 · EIN 58-2605083 | Advisory (Plan) | $313 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS Service code 38 · EIN 68-0632878 | Participant Communication | $309 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS MIDWEST LLC Service code 38 · EIN 68-0632878 | Participant Communication | $309 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
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 | $27,585 | $54,320-49.2% | $67,652-59.2% | $52,331-47.3% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.7%+23.1pp | 68.1%+30.7pp |
| Annual return | 2.41% | 6.81%-4.4pp | 6625.04%-6622.6pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,240 | $2,950-24.1% | $3,560-37.1% | $3,022-25.9% |
| Admin fee / account holder | $69 | $527-86.9% | $4,821-98.6% | $592-88.4% |