Filed July 1, 2016
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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $156,573 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $143,944 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,324 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,532 | $63,905+22.9% | $74,183+5.9% | $57,658+36.2% |
| Participation rate | 97.2% | 79.8%+17.4pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 16.99% | 60.60%-43.6pp | 17.74%-0.7pp | 5.13%+11.9pp |
| Employer contribution / active EE | $2,978 | $1,840+61.8% | $2,370+25.7% | $1,974+50.9% |
| Participant deferral / active EE | $4,909 | $3,448+42.4% | $3,550+38.3% | $3,061+60.4% |
| Admin fee / account holder | $15 | $91-83.3% | $5,586-99.7% | $95-83.9% |