Filed October 11, 2014
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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 27 · EIN 04-1590850 | Advisory (Plan) | $54,450 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,259 |
AB FUNDS2 years Service code 28 · EIN 13-2625045 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3365630 | Investment Management | $0 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 · EIN 26-3613641 | Investment Management | $0 |
PIONEER2 years Service code 28 · EIN 04-2652279 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1827505 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 28 · EIN 23-2311358 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $199,606 | $73,638+171.1% | $95,952+108.0% | $73,488+171.6% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 15.41% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $8,567 | $1,863+359.8% | $2,541+237.2% | $2,270+277.4% |
| Participant deferral / active EE | $7,811 | $3,617+116.0% | $4,167+87.4% | $3,740+108.9% |
| Admin fee / account holder | $561 | $482+16.3% | $6,795-91.7% | $513+9.3% |