Filed March 15, 2006
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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $875 |
RELIANCE TRUST COMPANY3+ years Service code 25 | Directed Trustee | $400 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,919 | $69,305-41.0% | $82,313-50.3% | $69,631-41.2% |
| Participation rate | 33.6% | 80.3%-46.6pp | 76.9%-43.3pp | 70.7%-37.1pp |
| Annual return | 18.54% | 21.47%-2.9pp | 25.88%-7.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $664 | $1,887-64.8% | $2,428-72.7% | $2,032-67.3% |
| Participant deferral / active EE | $1,031 | $3,568-71.1% | $3,706-72.2% | $3,224-68.0% |
| Admin fee / account holder | $6 | $97-93.9% | $5,608-99.9% | $110-94.6% |