Filed March 31, 2017 (most recent of 5 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 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: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,351 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,300 |
PARKLAND SECURITIES LLC1 year Service code 53 · EIN 74-3010408 | Insurance Commissions | $0 |
SUPERIORUSA CORPORATION1 year Service code 13 · EIN 33-1197652 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,732 | $55,453-28.3% | $170,442-76.7% | $62,292-36.2% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 15.04% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,122 | $2,164+44.3% | $5,433-42.5% | $2,042+52.9% |
| Participant deferral / active EE | $398 | $2,303-82.7% | $4,939-91.9% | $3,169-87.4% |
| Admin fee / account holder | $77 | $455-83.1% | $13,880-99.4% | $479-84.0% |