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 | $200,019 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $49,497 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $39,163 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,122 | $43,113-81.2% | $82,719-90.2% | $77,904-89.6% |
| Participation rate | 74.8% | 63.8%+10.9pp | 72.6%+2.2pp | 73.7%+1.1pp |
| Annual return | -10.79% | 2.60%-13.4pp | 701.18%-712.0pp | 12.21%-23.0pp |
| Employer contribution / active EE | $382 | $1,924-80.2% | $3,009-87.3% | $2,848-86.6% |
| Participant deferral / active EE | $1,353 | $3,057-55.7% | $4,395-69.2% | $4,806-71.8% |
| Admin fee / account holder | $86 | $102-15.8% | $5,329-98.4% | $133-35.0% |