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 | $43,742 |
Filed as: METRO CREDIT UNION Service code 10 · EIN 47-6026142 | Accounting | $13,500 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,468 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $9,468 |
KELLEY FINANCIAL SERVICES, INC.6+ years Service code 13 · EIN 47-0800241 | Contract Administrator | $5,290 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2718215 | 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 | $70,296 | $136,307-48.4% | $177,821-60.5% | $73,488-4.3% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.7pp | 70.7%+23.8pp |
| Annual return | 13.10% | 18.68%-5.6pp | 48.32%-35.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,384 | $3,712-35.8% | $5,918-59.7% | $2,270+5.0% |
| Participant deferral / active EE | $3,657 | $5,829-37.3% | $7,714-52.6% | $3,740-2.2% |
| Admin fee / account holder | $521 | $596-12.5% | $12,427-95.8% | $513+1.6% |