Filed June 11, 2019
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,160 |
FIRST ALLIED SECURITIES INC1+ years Service code 53 · EIN 11-3152836 | Insurance Commissions | $6,887 |
QRPS, INC.1+ years Service code 13 | Contract Administrator | $3,250 |
QRPS, INC.1+ years Filed as: QRPS, INC Service code 13 · EIN 56-1606387 P O BOX 99163 · RALEIGH, NC 27624 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,509 | $37,117-60.9% | $147,614-90.2% | $55,191-73.7% |
| Participation rate | 45.1% | 63.6%-18.5pp | 84.6%-39.5pp | 69.2%-24.0pp |
| Annual return | 50.42% | 3.44%+47.0pp | 61.98%-11.6pp | 10.78%+39.6pp |
| Employer contribution / active EE | $793 | $1,620-51.1% | $5,564-85.8% | $1,899-58.2% |
| Participant deferral / active EE | $798 | $1,985-59.8% | $4,895-83.7% | $3,046-73.8% |
| Admin fee / account holder | $157 | $86+83.0% | $11,611-98.7% | $91+72.5% |