Filed March 10, 2015 (most recent of 2 filings on file)
Total covered: 10 employees
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 53 | Insurance Commissions | $20,583 |
Filed as: MASSMUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,156 |
Filed as: DAVID G. LEONARD & ASSOCIATES, INC. Service code 13 | Contract Administrator | $1,950 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 53 · EIN 41-0973005 | Insurance Commissions | $0 |
Service code 13 · EIN 20-8305664 | Contract Administrator | $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 | $23,608 | $52,293-54.9% | $178,490-86.8% | $73,409-67.8% |
| Participation rate | 46.3% | 65.3%-19.0pp | 81.9%-35.6pp | 72.2%-25.8pp |
| Annual return | 12.11% | 34.75%-22.6pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $367 | $1,735-78.9% | $5,011-92.7% | $2,234-83.6% |
| Participant deferral / active EE | $1,111 | $2,332-52.4% | $5,202-78.6% | $3,805-70.8% |
| Admin fee / account holder | $14 | $127-88.7% | $13,984-99.9% | $158-90.9% |