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 | $38,230 |
SILVERSTONE ASSET MANAGEMENT INC4+ years Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $29,397 |
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 8009 34TH AVE SOUTH · BLOOMINGTON, MN 55425 | Contract Administrator | $21,479 |
AXA EQUITABLE LIFE INSURANCE CO4+ 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.
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 | $43,345 | $70,083-38.2% | $59,878-27.6% | $55,725-22.2% |
| Participation rate | 57.6% | 78.4%-20.8pp | 74.7%-17.1pp | 70.9%-13.2pp |
| Annual return | -4.24% | 3.13%-7.4pp | 3.46%-7.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $785 | $2,878-72.7% | $2,722-71.2% | $2,078-62.2% |
| Participant deferral / active EE | $1,487 | $3,079-51.7% | $3,402-56.3% | $3,356-55.7% |
| Admin fee / account holder | $238 | $70+238.3% | $3,590-93.4% | $115+106.5% |