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 | $26,695 |
FLORIDA RETIREMENT CONSULTANTS6+ years Service code 13 · EIN 59-3163228 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $5,124 |
UBS FINANCIAL SERVICES INC5 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.
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 | $19,436 | $61,156-68.2% | $185,823-89.5% | $79,386-75.5% |
| Participation rate | 60.7% | 66.6%-5.9pp | 81.7%-21.0pp | 70.7%-10.0pp |
| Annual return | 26.57% | 19.45%+7.1pp | 122.05%-95.5pp | 116.85%-90.3pp |
| Employer contribution / active EE | $610 | $2,321-73.7% | $5,167-88.2% | $2,427-74.9% |
| Participant deferral / active EE | $1,558 | $2,789-44.1% | $5,568-72.0% | $4,046-61.5% |
| Admin fee / account holder | $157 | $710-77.9% | $16,237-99.0% | $626-75.0% |