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 | $46,786 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 15 | Recordkeeping | $2,079 |
ASCENSUS LLC3 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 | $131,930 | $60,795+117.0% | $69,455+89.9% | $65,185+102.4% |
| Participation rate | 63.3% | 74.9%-11.6pp | 74.6%-11.3pp | 70.2%-6.9pp |
| Annual return | 6.24% | 17.46%-11.2pp | 28.97%-22.7pp | 29.38%-23.1pp |
| Employer contribution / active EE | $5,563 | $2,452+126.9% | $2,779+100.2% | $2,177+155.6% |
| Participant deferral / active EE | $5,186 | $3,162+64.0% | $3,535+46.7% | $3,514+47.6% |
| Admin fee / account holder | $141 | $314-54.9% | $3,839-96.3% | $847-83.3% |