Filed December 3, 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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,334 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,935 |
FLORIDA RETIREMENT CONSULTANTS1+ years Service code 13 5503 W WATERS AVE STE 50 · TAMPA, FL 33634 | Contract Administrator | $6,357 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $5,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,226 | $39,859-81.9% | $78,689-90.8% | $57,658-87.5% |
| Participation rate | 57.0% | 66.1%-9.1pp | 73.6%-16.6pp | 70.2%-13.2pp |
| Annual return | 3.05% | 18.96%-15.9pp | 62.18%-59.1pp | 5.13%-2.1pp |
| Employer contribution / active EE | $603 | $1,786-66.2% | $2,851-78.8% | $1,974-69.4% |
| Participant deferral / active EE | $653 | $2,248-70.9% | $3,517-81.4% | $3,061-78.7% |
| Admin fee / account holder | $18 | $76-75.8% | $4,510-99.6% | $95-80.5% |