Filed November 3, 2013
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,973 |
SILVERSTONE ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $21,763 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 8009 34TH AVE SOUTH · BLOOMINGTON, MN 55425 | Contract Administrator | $9,873 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $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 | $32,331 | $68,408-52.7% | $57,179-43.5% | $57,658-43.9% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.3%+9.3pp | 70.2%+14.4pp |
| Annual return | 6.33% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $931 | $2,869-67.5% | $2,682-65.3% | $1,974-52.8% |
| Participant deferral / active EE | $1,678 | $2,903-42.2% | $3,096-45.8% | $3,061-45.2% |
| Admin fee / account holder | $178 | $70+156.2% | $3,139-94.3% | $95+88.7% |