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 | $56,560 |
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $16,567 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,559 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $825 |
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 | $8,010 | $37,884-78.9% | $79,464-89.9% | $75,289-89.4% |
| Participation rate | 74.6% | 65.0%+9.6pp | 73.3%+1.3pp | 72.4%+2.2pp |
| Annual return | 10.46% | 1.06%+9.4pp | 718.14%-707.7pp | -0.04%+10.5pp |
| Employer contribution / active EE | $657 | $1,680-60.9% | $2,800-76.6% | $2,405-72.7% |
| Participant deferral / active EE | $1,020 | $2,569-60.3% | $3,704-72.4% | $3,739-72.7% |
| Admin fee / account holder | $40 | $77-47.5% | $5,113-99.2% | $102-60.7% |