Filed November 12, 1998
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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 | Recordkeeping | $40,878 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $10,202 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 28 · EIN 95-2834236 | Investment Management | $2,108 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,449 | $51,620-31.3% | $90,281-60.7% | $65,185-45.6% |
| Participation rate | 97.6% | 68.6%+29.0pp | 73.3%+24.3pp | 70.2%+27.4pp |
| Annual return | 23.29% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $10 | $2,235-99.5% | $2,854-99.6% | $2,177-99.5% |
| Participant deferral / active EE | $3,180 | $2,871+10.8% | $3,885-18.2% | $3,514-9.5% |
| Admin fee / account holder | $164 | $384-57.3% | $5,351-96.9% | $847-80.6% |