Filed October 18, 2004 (most recent of 2 filings on file)
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 15 · EIN 04-1590850 | Recordkeeping | $2,194 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,723 | $70,002-56.1% | $115,037-73.3% | $52,331-41.3% |
| Participation rate | 80.5% | 72.1%+8.4pp | 81.4%-0.9pp | 68.1%+12.4pp |
| Annual return | -2.79% | 4.04%-6.8pp | 26.14%-28.9pp | 4.54%-7.3pp |
| Employer contribution / active EE | $566 | $2,715-79.2% | $4,608-87.7% | $1,882-69.9% |
| Participant deferral / active EE | $4,562 | $4,920-7.3% | $6,026-24.3% | $3,022+50.9% |
| Admin fee / account holder | $7 | $566-98.8% | $8,175-99.9% | $592-98.8% |