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 | $1,760 |
BENEFIT SOLUTIONS INC2 years Service code 15 · EIN 51-0439960 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Service code 55 · EIN 04-1590850 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $0 |
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 | $95,420 | $98,982-3.6% | $162,163-41.2% | $65,185+46.4% |
| Participation rate | 87.0% | 85.8%+1.2pp | 87.6%-0.6pp | 70.2%+16.8pp |
| Annual return | 16.55% | 24.84%-8.3pp | 115.59%-99.0pp | 29.38%-12.8pp |
| Employer contribution / active EE | $2,932 | $3,467-15.4% | $5,614-47.8% | $2,177+34.7% |
| Participant deferral / active EE | $3,657 | $5,384-32.1% | $7,298-49.9% | $3,514+4.1% |
| Admin fee / account holder | $15 | $596-97.5% | $10,843-99.9% | $847-98.2% |