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 | $30,382 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 27 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Advisory (Plan) | $8,885 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 13 · EIN 59-3163228 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $5,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,093 | $65,061-73.7% | $143,757-88.1% | $66,914-74.5% |
| Participation rate | 68.9% | 65.2%+3.8pp | 80.3%-11.4pp | 69.8%-0.9pp |
| Annual return | -13.70% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $514 | $2,361-78.2% | $4,951-89.6% | $2,544-79.8% |
| Participant deferral / active EE | $1,638 | $2,919-43.9% | $5,637-70.9% | $4,237-61.3% |
| Admin fee / account holder | $223 | $502-55.5% | $14,673-98.5% | $593-62.4% |