Filed June 19, 2012
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: FIRST PARTY ADMINISTRATORS Service code 15 · EIN 46-2023154 | Recordkeeping | $14,637 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,494 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $136 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 22 · EIN 26-4310844 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,587 | $43,999-48.7% | $79,464-71.6% | $55,725-59.5% |
| Participation rate | 24.4% | 66.9%-42.6pp | 73.3%-49.0pp | 70.9%-46.5pp |
| Annual return | -0.67% | 1.81%-2.5pp | 718.14%-718.8pp | 244.93%-245.6pp |
| Employer contribution / active EE | $324 | $1,830-82.3% | $2,800-88.4% | $2,078-84.4% |
| Participant deferral / active EE | $588 | $2,538-76.8% | $3,704-84.1% | $3,356-82.5% |
| Admin fee / account holder | $95 | $118-19.1% | $5,113-98.1% | $115-17.5% |