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, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,906 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $1,720 |
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 | $57,259 | $63,114-9.3% | $92,893-38.4% | $65,185-12.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 16.94% | 28.75%-11.8pp | 109.41%-92.5pp | 29.38%-12.4pp |
| Employer contribution / active EE | $2,320 | $2,571-9.7% | $3,653-36.5% | $2,177+6.6% |
| Participant deferral / active EE | $4,870 | $3,108+56.7% | $4,236+15.0% | $3,514+38.6% |
| Admin fee / account holder | $42 | $624-93.2% | $5,794-99.3% | $847-95.0% |