Filed March 13, 2009
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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,200 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $10,869 |
WATKINS ROSS3 years Service code 10 · EIN 38-1477362 | Accounting | $5,333 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $437,115 | $75,388+479.8% | $123,544+253.8% | $55,725+684.4% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.3%+14.0pp | 70.9%+25.4pp |
| Annual return | -3.44% | 4.48%-7.9pp | 119.20%-122.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $14,544 | $3,063+374.8% | $4,628+214.3% | $2,078+599.9% |
| Participant deferral / active EE | $9,043 | $5,651+60.0% | $6,426+40.7% | $3,356+169.5% |
| Admin fee / account holder | $58 | $120-51.6% | $9,284-99.4% | $115-49.6% |