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 | $157,082 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 13 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $45,025 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,928 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,246 |
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 | $9,733 | $47,634-79.6% | $90,404-89.2% | $90,288-89.2% |
| Participation rate | 76.2% | 67.5%+8.8pp | 72.7%+3.5pp | 73.4%+2.9pp |
| Annual return | 6.48% | 19.61%-13.1pp | 1293.02%-1286.5pp | 53.97%-47.5pp |
| Employer contribution / active EE | $476 | $1,749-72.8% | $3,262-85.4% | $2,524-81.1% |
| Participant deferral / active EE | $1,376 | $2,824-51.3% | $3,963-65.3% | $4,232-67.5% |
| Admin fee / account holder | $96 | $106-9.3% | $5,611-98.3% | $114-15.7% |