Filed January 24, 2012 (most recent of 2 filings on file)
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 8-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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $144,952 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $6,550 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5+ years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5+ years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK5+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA5+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
EATON VANCE5+ years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,008 | $185,342-54.7% | $111,297-24.5% | $86,799-3.2% |
| Participation rate | 85.5% | 81.0%+4.5pp | 77.3%+8.2pp | 72.3%+13.2pp |
| Annual return | 28.26% | 500.80%-472.5pp | 54.65%-26.4pp | 97.91%-69.6pp |
| Employer contribution / active EE | $1,892 | $2,246-15.8% | $2,731-30.7% | $2,405-21.3% |
| Participant deferral / active EE | $6,024 | $4,458+35.1% | $4,487+34.2% | $4,131+45.8% |
| Admin fee / account holder | $256 | $255+0.3% | $7,964-96.8% | $170+51.1% |