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 | $95,518 |
FLORIDA RETIREMENT CONSULTANTS4+ years Service code 13 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $31,400 |
HILL WARD HENDERSON1 year Service code 29 · EIN 59-2678550 | Legal | $7,286 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,789 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
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 | $8,688 | $44,794-80.6% | $90,281-90.4% | $77,787-88.8% |
| Participation rate | 73.8% | 66.6%+7.2pp | 73.3%+0.5pp | 73.2%+0.6pp |
| Annual return | 6.28% | 28.23%-21.9pp | 78.10%-71.8pp | 32.57%-26.3pp |
| Employer contribution / active EE | $864 | $1,809-52.2% | $2,854-69.7% | $2,504-65.5% |
| Participant deferral / active EE | $1,287 | $2,642-51.3% | $3,885-66.9% | $3,967-67.6% |
| Admin fee / account holder | $62 | $94-34.2% | $5,351-98.8% | $100-37.9% |