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, LLC2+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,551 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,065 | $52,884-9.1% | $84,750-43.3% | $55,167-12.9% |
| Participation rate | 60.1% | 67.5%-7.4pp | 76.6%-16.5pp | 69.0%-8.9pp |
| Annual return | 6.68% | 18.03%-11.3pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,216 | $2,233-45.6% | $3,574-66.0% | $1,963-38.1% |
| Participant deferral / active EE | $2,541 | $2,644-3.9% | $3,712-31.6% | $3,054-16.8% |
| Admin fee / account holder | $85 | $581-85.3% | $5,332-98.4% | $504-83.0% |