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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,180 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,686 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $8,575 |
FINANCIAL SOLUTIONS MIDWEST, LLC3+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $4,343 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 52-1538909 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,211 | $69,305-68.0% | $82,313-73.0% | $69,631-68.1% |
| Participation rate | 99.5% | 80.3%+19.2pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 14.79% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $326 | $1,887-82.7% | $2,428-86.6% | $2,032-84.0% |
| Participant deferral / active EE | $1,820 | $3,568-49.0% | $3,706-50.9% | $3,224-43.6% |
| Admin fee / account holder | $57 | $97-41.1% | $5,608-99.0% | $110-48.1% |