Filed February 22, 2001
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,626 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $400 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
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 | $82,133 | $111,491-26.3% | $189,513-56.7% | $86,799-5.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.6pp |
| Annual return | 15.45% | 83.50%-68.0pp | 555.15%-539.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $5,308 | $3,951+34.3% | $6,162-13.9% | $2,405+120.7% |
| Participant deferral / active EE | $4,179 | $6,437-35.1% | $8,221-49.2% | $4,131+1.2% |
| Admin fee / account holder | $52 | $189-72.7% | $12,045-99.6% | $170-69.6% |