Filed November 7, 2007
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 LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,305 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $6,792 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T R PAUL INC.2 years Filed as: PAUL R. LAVERY Service code 53 7912 ALDEN STREET · LENEXA, KS 66215 | Insurance Commissions | $0 |
THORNBURG2 years Service code 52 · EIN 06-1158764 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,472 | $43,504+2.2% | $68,793-35.4% | $56,287-21.0% |
| Participation rate | 68.1% | 67.8%+0.2pp | 72.2%-4.2pp | 69.9%-1.8pp |
| Annual return | -4.75% | -3.15%-1.6pp | -4.63%-0.1pp | -9.96%+5.2pp |
| Employer contribution / active EE | $528 | $1,525-65.4% | $2,625-79.9% | $2,111-75.0% |
| Participant deferral / active EE | $2,095 | $2,509-16.5% | $3,311-36.7% | $3,350-37.5% |
| Admin fee / account holder | $150 | $515-71.0% | $5,131-97.1% | $521-71.3% |