Filed December 29, 1992
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 59-3186310 | Loan Processing | $6,369 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,083 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $2,076 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,951 | $42,396-43.5% | $67,313-64.4% | $56,287-57.4% |
| Participation rate | 53.6% | 61.0%-7.4pp | 69.1%-15.5pp | 69.9%-16.2pp |
| Annual return | -4.80% | -36.63%+31.8pp | -4.08%-0.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $604 | $1,414-57.2% | $2,566-76.4% | $2,111-71.4% |
| Participant deferral / active EE | $1,822 | $2,360-22.8% | $3,568-48.9% | $3,350-45.6% |
| Admin fee / account holder | $44 | $510-91.3% | $4,507-99.0% | $521-91.5% |