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 | $824 |
EPIC RETIREMENT PLAN SERVICES2+ 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 COMPANY2+ 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.
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 | $26,820 | $42,546-37.0% | $71,796-62.6% | $55,167-51.4% |
| Participation rate | 30.1% | 59.1%-29.0pp | 69.1%-39.0pp | 69.0%-38.8pp |
| Annual return | 9.49% | 12.36%-2.9pp | 78.04%-68.6pp | 169.23%-159.7pp |
| Employer contribution / active EE | $276 | $803-65.6% | $1,924-85.6% | $1,963-85.9% |
| Participant deferral / active EE | $1,453 | $2,064-29.6% | $2,794-48.0% | $3,054-52.4% |
| Admin fee / account holder | $12 | $650-98.2% | $4,815-99.8% | $504-97.7% |