Filed September 16, 2016
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 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $22,435 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 13 · EIN 59-3163228 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $2,933 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,765 | $58,879-68.1% | $178,490-89.5% | $73,488-74.5% |
| Participation rate | 46.7% | 66.2%-19.5pp | 81.9%-35.2pp | 70.7%-23.9pp |
| Annual return | 0.83% | 24.86%-24.0pp | 151.07%-150.2pp | 28.51%-27.7pp |
| Employer contribution / active EE | $480 | $2,236-78.5% | $5,011-90.4% | $2,270-78.9% |
| Participant deferral / active EE | $1,315 | $2,567-48.8% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $159 | $400-60.4% | $13,984-98.9% | $513-69.1% |