Filed April 22, 2014
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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $76,350 |
Filed as: MERRILL LYNCH POERCE FENNER Service code 50 · EIN 13-5674085 | Direct Payment | $65,501 |
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 | $37,227 | $49,138-24.2% | $84,015-55.7% | $65,185-42.9% |
| Participation rate | 92.2% | 60.7%+31.4pp | 69.0%+23.2pp | 70.2%+22.0pp |
| Annual return | 17.01% | 23.00%-6.0pp | 71.31%-54.3pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,299 | $914+42.1% | $1,983-34.5% | $2,177-40.3% |
| Participant deferral / active EE | $3,722 | $2,397+55.3% | $3,239+14.9% | $3,514+5.9% |
| Admin fee / account holder | $273 | $543-49.8% | $6,101-95.5% | $847-67.8% |