Filed April 5, 1999
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 |
|---|---|---|
HENSSLER ASSET MANAGEMENT LLC5+ years Filed as: HENSSLER ASSET MANAGEMENT, LLC Service code 27 · EIN 58-2380817 | Advisory (Plan) | $54,148 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $45,123 |
QUALIFIED PLANS, LLC5+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $16,312 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $6,960 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,775 | $96,403-60.8% | $93,606-59.6% | $77,787-51.4% |
| Participation rate | 61.3% | 87.6%-26.3pp | 75.8%-14.5pp | 73.2%-11.9pp |
| Annual return | 15.88% | 39.36%-23.5pp | 32.76%-16.9pp | 32.57%-16.7pp |
| Employer contribution / active EE | $1,442 | $3,616-60.1% | $2,718-46.9% | $2,504-42.4% |
| Participant deferral / active EE | $2,217 | $5,341-58.5% | $4,069-45.5% | $3,967-44.1% |
| Admin fee / account holder | $63 | $90-29.3% | $7,888-99.2% | $100-36.8% |