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 49 · EIN 04-1590850 | Other Services | $18,936 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $7,595 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 14 · EIN 43-1021898 | Plan Administrator | $5,560 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T R PAUL INC.3 years Filed as: PAUL R. LAVERY Service code 53 7912 ALDEN STREET · LENEXA, KS 66215 | Insurance Commissions | $0 |
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 | $46,493 | $50,666-8.2% | $76,817-39.5% | $65,185-28.7% |
| Participation rate | 70.4% | 68.8%+1.6pp | 72.1%-1.7pp | 70.2%+0.2pp |
| Annual return | 20.49% | 28.51%-8.0pp | 1166.11%-1145.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $556 | $1,575-64.7% | $2,302-75.8% | $2,177-74.5% |
| Participant deferral / active EE | $2,335 | $2,647-11.8% | $3,336-30.0% | $3,514-33.5% |
| Admin fee / account holder | $185 | $463-60.0% | $6,420-97.1% | $847-78.1% |