Filed January 8, 2015 (most recent of 2 filings on file)
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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,502 |
KELLEY FINANCIAL SERVICES, INC.1+ years Service code 13 | Contract Administrator | $5,529 |
NICHOLAS PENSION CONSULTANTS1+ years Filed as: F NICHOLAS KELLEY Service code 53 17110 MARCY ST. STE. 104 · OMAHA, NE 68118 | Insurance Commissions | $0 |
KELLEY FINANCIAL SERVICES, INC.1+ years Filed as: KELLEY FINANCIAL SERVICES, INC Service code 13 · EIN 47-0800241 | Contract Administrator | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,886 | $42,582-11.0% | $171,082-77.9% | $57,658-34.3% |
| Participation rate | 58.8% | 63.9%-5.2pp | 76.7%-17.9pp | 70.2%-11.5pp |
| Annual return | 2.47% | 308.67%-306.2pp | 32.56%-30.1pp | 5.13%-2.7pp |
| Employer contribution / active EE | $362 | $1,306-72.3% | $4,002-91.0% | $1,974-81.7% |
| Participant deferral / active EE | $1,867 | $2,933-36.4% | $4,797-61.1% | $3,061-39.0% |
| Admin fee / account holder | $96 | $82+16.6% | $8,520-98.9% | $95+1.5% |