Filed December 14, 2010
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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC1+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,799 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,032 | $50,464+1.1% | $75,781-32.7% | $52,331-2.5% |
| Participation rate | 59.5% | 66.8%-7.2pp | 75.8%-16.3pp | 68.1%-8.6pp |
| Annual return | -1.57% | 1.03%-2.6pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,198 | $1,988-39.8% | $3,323-64.0% | $1,882-36.3% |
| Participant deferral / active EE | $2,461 | $2,570-4.3% | $3,651-32.6% | $3,022-18.6% |
| Admin fee / account holder | $106 | $1,103-90.4% | $5,299-98.0% | $592-82.1% |