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 | $1,154 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $33,637 | $75,183-55.3% | $123,892-72.8% | $55,167-39.0% |
| Participation rate | 79.1% | 72.8%+6.2pp | 81.4%-2.4pp | 69.0%+10.1pp |
| Annual return | 19.37% | 19.01%+0.4pp | 47.52%-28.1pp | 169.23%-149.9pp |
| Employer contribution / active EE | $531 | $2,823-81.2% | $4,617-88.5% | $1,963-72.9% |
| Participant deferral / active EE | $4,513 | $5,084-11.2% | $5,984-24.6% | $3,054+47.8% |
| Admin fee / account holder | $4 | $663-99.5% | $8,357-100.0% | $504-99.3% |