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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $44,783 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 28 · EIN 95-2834236 | Investment Management | $16,048 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $6,578 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $5,039 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $2,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,881 | $66,124-50.3% | $90,404-63.6% | $73,488-55.3% |
| Participation rate | 96.5% | 69.7%+26.8pp | 72.7%+23.8pp | 70.7%+25.8pp |
| Annual return | 10.87% | 17.65%-6.8pp | 1293.02%-1282.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $16 | $2,346-99.3% | $3,262-99.5% | $2,270-99.3% |
| Participant deferral / active EE | $3,159 | $3,039+4.0% | $3,963-20.3% | $3,740-15.5% |
| Admin fee / account holder | $374 | $396-5.7% | $5,611-93.3% | $513-27.2% |