Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $28,469 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,112 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 99 PO BOX 8089 · BOSTON, MA 022668089 | Other Fees | $200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,314 | $46,745-39.4% | $60,547-53.2% | $52,331-45.9% |
| Participation rate | 95.4% | 58.6%+36.8pp | 68.0%+27.5pp | 68.1%+27.3pp |
| Annual return | -0.07% | 0.61%-0.7pp | 335.64%-335.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $953 | $1,259-24.3% | $2,419-60.6% | $1,882-49.3% |
| Participant deferral / active EE | $2,331 | $2,145+8.7% | $3,328-29.9% | $3,022-22.9% |
| Admin fee / account holder | $41 | $537-92.4% | $4,536-99.1% | $592-93.1% |