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 | $18,814 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA CORPORATION Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $8,278 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
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 | $26,717 | $60,165-55.6% | $74,183-64.0% | $55,167-51.6% |
| Participation rate | 94.9% | 74.2%+20.7pp | 76.6%+18.2pp | 69.0%+25.9pp |
| Annual return | 8.91% | 10.00%-1.1pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,399 | $1,600-12.6% | $2,370-41.0% | $1,963-28.7% |
| Participant deferral / active EE | $2,264 | $2,973-23.8% | $3,550-36.2% | $3,054-25.9% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.8% |