Filed January 9, 2006
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 Service code 15 · EIN 04-1590850 | Recordkeeping | $772 |
BENEFIT SOLUTIONS INC1 year Service code 15 · EIN 51-0439960 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $0 |
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 | $83,557 | $79,523+5.1% | $140,016-40.3% | $56,287+48.4% |
| Participation rate | 77.9% | 85.7%-7.8pp | 87.5%-9.6pp | 69.9%+8.1pp |
| Annual return | -2.41% | 2.39%-4.8pp | 651.12%-653.5pp | -9.96%+7.5pp |
| Employer contribution / active EE | $2,249 | $3,350-32.9% | $5,606-59.9% | $2,111+6.6% |
| Participant deferral / active EE | $3,074 | $5,129-40.1% | $6,927-55.6% | $3,350-8.2% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |