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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,316 |
KELLEY FINANCIAL SERVICES, INC.2+ years Service code 13 · EIN 47-0800241 | Contract Administrator | $6,029 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FREDRICK NICHOLAS KELLEY1 year Service code 53 17110 MARCY ST. STE. 104 · OMAHA, NE 68118 | Insurance Commissions | $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 | $43,985 | $46,966-6.3% | $185,117-76.2% | $69,631-36.8% |
| Participation rate | 59.4% | 65.3%-5.9pp | 77.3%-17.9pp | 70.7%-11.3pp |
| Annual return | 12.32% | 22.36%-10.0pp | 40.50%-28.2pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $352 | $1,360-74.2% | $4,182-91.6% | $2,032-82.7% |
| Participant deferral / active EE | $2,042 | $3,017-32.3% | $5,045-59.5% | $3,224-36.7% |
| Admin fee / account holder | $46 | $94-50.9% | $8,159-99.4% | $110-58.3% |