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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |