Filed March 28, 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: MASS MUTUAL RETIREMENT SVCS, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,245 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 26 · EIN 52-2114207 | Advisory (Participants) | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,294 | $39,245-38.1% | $64,105-62.1% | $52,331-53.6% |
| Participation rate | 33.0% | 58.2%-25.3pp | 68.2%-35.2pp | 68.1%-35.2pp |
| Annual return | -0.69% | 14.79%-15.5pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $308 | $736-58.2% | $1,820-83.1% | $1,882-83.6% |
| Participant deferral / active EE | $1,503 | $1,992-24.6% | $2,822-46.8% | $3,022-50.3% |
| Admin fee / account holder | $18 | $592-97.0% | $4,499-99.6% | $592-97.0% |