Filed July 20, 2005
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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,072 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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.
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 | $50,616 | $58,726-13.8% | $92,233-45.1% | $62,292-18.7% |
| Participation rate | 45.5% | 68.3%-22.8pp | 76.5%-31.0pp | 69.5%-24.0pp |
| Annual return | 17.54% | 43.62%-26.1pp | 176.28%-158.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,317 | $2,766-52.4% | $3,897-66.2% | $3,169-58.4% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |