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 | $64,107 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,841 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 | Contract Administrator | $3,287 |
UHY LLP1 year Service code 13 · EIN 46-4572040 | Contract Administrator | $2,856 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $950 |
Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,456 | $51,288+15.9% | $81,983-27.5% | $73,409-19.0% |
| Participation rate | 87.5% | 64.0%+23.6pp | 69.2%+18.3pp | 72.2%+15.4pp |
| Annual return | 25.26% | 29.48%-4.2pp | 41.31%-16.0pp | 59.29%-34.0pp |
| Employer contribution / active EE | $2,834 | $1,487+90.6% | $2,498+13.4% | $2,234+26.9% |
| Participant deferral / active EE | $7,698 | $2,715+183.5% | $3,722+106.8% | $3,805+102.3% |
| Admin fee / account holder | $346 | $125+176.2% | $5,664-93.9% | $158+119.2% |