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, LLC3+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,511 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,310 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,449 | $58,726-0.5% | $92,233-36.6% | $62,292-6.2% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.5%+20.5pp | 69.5%+27.5pp |
| Annual return | 17.16% | 43.62%-26.5pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,247 | $2,392-6.1% | $3,679-38.9% | $2,042+10.0% |
| Participant deferral / active EE | $4,682 | $2,766+69.3% | $3,897+20.1% | $3,169+47.7% |
| Admin fee / account holder | $48 | $556-91.4% | $5,194-99.1% | $479-90.0% |