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, LLC4+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,277 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $880 |
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 | $50,307 | $55,449-9.3% | $83,848-40.0% | $56,287-10.6% |
| Participation rate | 71.8% | 68.0%+3.8pp | 76.1%-4.4pp | 69.9%+1.9pp |
| Annual return | -5.89% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,706 | $2,430-29.8% | $3,631-53.0% | $2,111-19.2% |
| Participant deferral / active EE | $3,478 | $2,935+18.5% | $4,082-14.8% | $3,350+3.8% |
| Admin fee / account holder | $43 | $656-93.5% | $5,478-99.2% | $521-91.8% |