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 | $36,030 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $26,062 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 8009 34TH AVE SOUTH · BLOOMINGTON, MN 55425 | Contract Administrator | $10,070 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $44,372 | $74,552-40.5% | $62,995-29.6% | $69,631-36.3% |
| Participation rate | 46.0% | 78.3%-32.2pp | 74.8%-28.8pp | 70.7%-24.7pp |
| Annual return | 14.03% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $618 | $2,929-78.9% | $2,759-77.6% | $2,032-69.6% |
| Participant deferral / active EE | $1,167 | $2,974-60.8% | $3,329-65.0% | $3,224-63.8% |
| Admin fee / account holder | $211 | $59+254.8% | $3,600-94.1% | $110+90.9% |