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 | $43,611 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,290 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,837 | $41,256-83.4% | $86,590-92.1% | $77,958-91.2% |
| Participation rate | 90.4% | 63.0%+27.4pp | 73.5%+16.8pp | 71.6%+18.7pp |
| Annual return | 21.34% | 17.67%+3.7pp | 964.84%-943.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $645 | $1,613-60.0% | $2,839-77.3% | $2,310-72.1% |
| Participant deferral / active EE | $1,004 | $2,332-57.0% | $3,609-72.2% | $3,537-71.6% |
| Admin fee / account holder | $24 | $71-65.7% | $4,906-99.5% | $97-75.1% |