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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,262 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,700 |
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $7,696 |
FINANCIAL SOLUTIONS MIDWEST, LLC4+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $4,850 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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 | $18,168 | $65,118-72.1% | $76,768-76.3% | $55,725-67.4% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.6pp | 70.9%+28.7pp |
| Annual return | -2.85% | -1.27%-1.6pp | 2.43%-5.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $730 | $1,941-62.4% | $2,485-70.6% | $2,078-64.9% |
| Participant deferral / active EE | $1,900 | $3,688-48.5% | $3,852-50.7% | $3,356-43.4% |
| Admin fee / account holder | $47 | $116-59.6% | $6,675-99.3% | $115-59.3% |