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 CONSULTANTS6+ years Service code 12 · EIN 59-3163228 | Contract Administrator; Claims proces... | $3,596 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,668 | $58,101+21.6% | $118,925-40.6% | $73,409-3.7% |
| Participation rate | 56.0% | 56.1%-0.1pp | 75.4%-19.4pp | 72.2%-16.2pp |
| Annual return | 12.78% | 20.56%-7.8pp | 35.88%-23.1pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,203 | $1,445-16.8% | $3,263-63.1% | $2,234-46.1% |
| Participant deferral / active EE | $3,174 | $2,400+32.3% | $4,265-25.6% | $3,805-16.6% |
| Admin fee / account holder | $29 | $138-79.0% | $6,581-99.6% | $158-81.6% |