Filed October 17, 2014
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 | $51,479 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,331 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 | Contract Administrator | $3,225 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816608 47 PARK PLACE · APPLETON, WI 54914 | Contract Administrator | $125 |
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 | $43,582 | $47,922-9.1% | $75,886-42.6% | $65,185-33.1% |
| Participation rate | 87.2% | 63.0%+24.2pp | 69.3%+17.9pp | 70.2%+17.0pp |
| Annual return | 24.91% | 24.12%+0.8pp | 30.76%-5.8pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,449 | $1,557+57.3% | $2,500-2.1% | $2,177+12.5% |
| Participant deferral / active EE | $6,383 | $2,550+150.3% | $3,603+77.2% | $3,514+81.6% |
| Admin fee / account holder | $282 | $532-46.9% | $5,418-94.8% | $847-66.7% |