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 | $13,843 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,642 |
FINANCIAL SOLUTIONS MIDWEST, LLC6+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $6,321 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING-FORT WAYNE Service code 13 | Contract Administrator | $6,088 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: EVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
Participant 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 | $22,236 | $79,519-72.0% | $95,952-76.8% | $73,409-69.7% |
| Participation rate | 99.2% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 16.04% | 19.20%-3.2pp | 91.61%-75.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,080 | $2,048-47.3% | $2,541-57.5% | $2,234-51.6% |
| Participant deferral / active EE | $1,767 | $4,138-57.3% | $4,167-57.6% | $3,805-53.6% |
| Admin fee / account holder | $46 | $184-75.2% | $6,795-99.3% | $158-71.1% |