Filed June 9, 2005
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 |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 12 · EIN 59-3163228 | Contract Administrator; Participant l... | $5,682 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $700 |
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 | $48,301 | $46,761+3.3% | $106,619-54.7% | $57,658-16.2% |
| Participation rate | 70.8% | 56.9%+13.9pp | 78.0%-7.2pp | 70.2%+0.5pp |
| Annual return | 6.34% | 15.77%-9.4pp | 9.42%-3.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,164 | $1,274-8.6% | $3,947-70.5% | $1,974-41.0% |
| Participant deferral / active EE | $3,170 | $1,954+62.2% | $3,930-19.3% | $3,061+3.6% |
| Admin fee / account holder | $31 | $97-68.4% | $6,418-99.5% | $95-67.7% |