Filed December 1, 2013
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 38 · EIN 04-1590850 | Participant Communication | $49,495 |
Filed as: APPLIED PLAN ADMINISTRATORS, LLC Service code 13 | Contract Administrator | $43,642 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $37,712 |
Service code 13 · EIN 46-5761416 | Contract Administrator | $805 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $798 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,608 | $89,274-51.2% | $149,718-70.9% | $77,958-44.1% |
| Participation rate | 93.3% | 87.6%+5.7pp | 87.1%+6.2pp | 71.6%+21.6pp |
| Annual return | 18.16% | 20.36%-2.2pp | 1501.63%-1483.5pp | 20.87%-2.7pp |
| Employer contribution / active EE | $1,394 | $3,727-62.6% | $5,445-74.4% | $2,310-39.7% |
| Participant deferral / active EE | $4,440 | $5,382-17.5% | $6,569-32.4% | $3,537+25.5% |
| Admin fee / account holder | $25 | $240-89.4% | $11,283-99.8% | $97-74.0% |