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 | $1,198 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $1,198 |
BENEFIT SOLUTIONS INC3 years Service code 15 · EIN 51-0439960 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
PRIMEVEST FINANCIAL SERVICES2 years Service code 55 · EIN 04-1590850 | 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 | $97,482 | $136,307-28.5% | $177,821-45.2% | $73,488+32.6% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.7%-2.3pp | 70.7%+14.8pp |
| Annual return | 11.25% | 18.68%-7.4pp | 48.32%-37.1pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,984 | $3,712-46.5% | $5,918-66.5% | $2,270-12.6% |
| Participant deferral / active EE | $3,752 | $5,829-35.6% | $7,714-51.4% | $3,740+0.3% |
| Admin fee / account holder | $10 | $596-98.3% | $12,427-99.9% | $513-98.0% |