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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $67,919 |
ORIENTAL BANK2 years Service code 50 · EIN 66-0259436 | Direct Payment | $22,425 |
EDUARDO MELENDEZ1 year Filed as: EDUARDO RODRIGUEZ TORRES Service code 27 273 PONCE DE LEON AVE · HATO REY, PR 00917 | Advisory (Plan) | $7,587 |
ORIENTAL PENSION CONSULTANTS2 years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $210 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,561 | $105,181-5.3% | $159,436-37.6% | $85,850+16.0% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.8%+9.6pp | 69.3%+23.1pp |
| Annual return | 12.05% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $10,320 | $3,318+211.0% | $4,829+113.7% | $2,565+302.3% |
| Participant deferral / active EE | $3,832 | $5,945-35.5% | $7,352-47.9% | $3,952-3.0% |
| Admin fee / account holder | $924 | $6,933-86.7% | $10,799-91.4% | $6,260-85.2% |