Filed September 20, 2013 (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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,331 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 15 | Recordkeeping | $2,416 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,526 | $55,002+130.0% | $59,878+111.3% | $56,287+124.8% |
| Participation rate | 59.6% | 75.9%-16.3pp | 74.7%-15.1pp | 69.9%-10.2pp |
| Annual return | 7.57% | 1.13%+6.4pp | 3.46%+4.1pp | -9.96%+17.5pp |
| Employer contribution / active EE | $5,243 | $2,448+114.2% | $2,722+92.6% | $2,111+148.3% |
| Participant deferral / active EE | $4,586 | $3,121+46.9% | $3,402+34.8% | $3,350+36.9% |
| Admin fee / account holder | $135 | $236-42.6% | $3,590-96.2% | $521-74.0% |