Filed February 27, 2003
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: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $142,982 |
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $120,666 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 15 · EIN 81-4017137 | Recordkeeping | $12,679 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $8,629 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,543 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,531 | $123,286-61.4% | $75,670-37.2% | $77,958-39.0% |
| Participation rate | 95.8% | 78.8%+17.0pp | 72.3%+23.5pp | 71.6%+24.1pp |
| Annual return | -3.32% | 20.45%-23.8pp | 27.34%-30.7pp | 20.87%-24.2pp |
| Employer contribution / active EE | $608 | $2,035-70.1% | $2,352-74.2% | $2,310-73.7% |
| Participant deferral / active EE | $2,050 | $3,095-33.8% | $3,142-34.8% | $3,537-42.0% |
| Admin fee / account holder | $72 | $144-49.9% | $5,800-98.8% | $97-25.9% |