Filed August 14, 2009 (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 64 · EIN 04-1590850 | Recordkeeping Fees | $14,060 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,860 | $47,722-16.5% | $82,719-51.8% | $64,808-38.5% |
| Participation rate | 54.9% | 67.6%-12.7pp | 72.6%-17.6pp | 71.5%-16.5pp |
| Annual return | 1.69% | -13.05%+14.7pp | 701.18%-699.5pp | 32.82%-31.1pp |
| Employer contribution / active EE | $328 | $2,179-84.9% | $3,009-89.1% | $2,506-86.9% |
| Participant deferral / active EE | $1,149 | $3,329-65.5% | $4,395-73.9% | $4,310-73.4% |
| Admin fee / account holder | $114 | $143-20.2% | $5,329-97.9% | $188-39.3% |