Filed December 10, 2010
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 49 · EIN 04-1590850 | Other Services | $184,808 |
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $74,679 |
Filed as: MARIETTA WELATH MANAGEMENT, LLC Service code 27 | Advisory (Plan) | $69,015 |
Filed as: CHALRES SCHWAB & CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $78 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MARIETTA WEALTH MANAGEMENT3 years Filed as: MARIETTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,559 | $75,388-14.4% | $123,544-47.7% | $55,725+15.9% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.3%+8.5pp | 70.9%+19.9pp |
| Annual return | -0.47% | 4.48%-4.9pp | 119.20%-119.7pp | 244.93%-245.4pp |
| Employer contribution / active EE | $2,362 | $3,063-22.9% | $4,628-49.0% | $2,078+13.6% |
| Participant deferral / active EE | $5,171 | $5,651-8.5% | $6,426-19.5% | $3,356+54.1% |
| Admin fee / account holder | $247 | $120+105.8% | $9,284-97.3% | $115+114.0% |