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 | $19,110 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $7,710 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 14 · EIN 43-1021898 | Plan Administrator | $4,268 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-2669319 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | 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 | $57,996 | $54,590+6.2% | $81,930-29.2% | $73,488-21.1% |
| Participation rate | 70.0% | 68.3%+1.6pp | 72.0%-2.0pp | 70.7%-0.7pp |
| Annual return | 15.92% | 17.74%-1.8pp | 29.49%-13.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $588 | $1,636-64.0% | $4,310-86.3% | $2,270-74.1% |
| Participant deferral / active EE | $2,467 | $2,759-10.6% | $7,107-65.3% | $3,740-34.0% |
| Admin fee / account holder | $186 | $592-68.6% | $5,158-96.4% | $513-63.7% |