Filed November 29, 2005 (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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,195 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,899 |
MMA SECURITIES LLC3 years Filed as: MARSH USA/MARSH & MCLENNAN AGENCY Service code 13 · EIN 36-1436000 | Contract Administrator | $8,055 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6746612 | Indirect Investment Fees | $0 |
SEE ATTACHED2 years Filed as: SEE ATTACHED LISTING Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $52,935 | $44,221+19.7% | $121,196-56.3% | $56,287-6.0% |
| Participation rate | 97.4% | 61.1%+36.3pp | 71.7%+25.6pp | 69.9%+27.5pp |
| Annual return | -2.49% | -3.58%+1.1pp | 16.93%-19.4pp | -9.96%+7.5pp |
| Employer contribution / active EE | $2,446 | $1,480+65.3% | $4,022-39.2% | $2,111+15.9% |
| Participant deferral / active EE | $1,912 | $2,521-24.1% | $3,344-42.8% | $3,350-42.9% |
| Admin fee / account holder | $68 | $480-85.9% | $5,019-98.6% | $521-87.0% |