Filed January 13, 2013 (most recent of 5 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 49 · EIN 04-1590850 | Other Services | $38,060 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,296 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $6,296 |
KELLEY FINANCIAL SERVICES, INC.5+ years Service code 13 · EIN 47-0800241 17110 MARCY STREET · OMAHA, NE 68118 | Contract Administrator | $4,071 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,205 | $98,982-34.1% | $162,163-59.8% | $65,1850% |
| Participation rate | 93.9% | 85.8%+8.1pp | 87.6%+6.3pp | 70.2%+23.7pp |
| Annual return | 21.30% | 24.84%-3.5pp | 115.59%-94.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,452 | $3,467-29.3% | $5,614-56.3% | $2,177+12.6% |
| Participant deferral / active EE | $3,670 | $5,384-31.8% | $7,298-49.7% | $3,514+4.5% |
| Admin fee / account holder | $389 | $596-34.8% | $10,843-96.4% | $847-54.1% |