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 | $45,920 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 15 | Recordkeeping | $2,625 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $800 |
ASCENSUS LLC4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,621 | $65,322+72.4% | $70,449+59.9% | $73,488+53.3% |
| Participation rate | 68.6% | 77.0%-8.4pp | 75.1%-6.5pp | 70.7%-2.1pp |
| Annual return | 4.65% | 15.71%-11.1pp | 109.03%-104.4pp | 28.51%-23.9pp |
| Employer contribution / active EE | $4,625 | $2,460+88.0% | $2,737+69.0% | $2,270+103.7% |
| Participant deferral / active EE | $4,373 | $3,375+29.6% | $3,709+17.9% | $3,740+16.9% |
| Admin fee / account holder | $117 | $214-45.3% | $3,845-97.0% | $513-77.2% |