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, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $10,533 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,510 | $69,362-14.2% | $101,248-41.2% | $73,488-19.0% |
| Participation rate | 69.1% | 68.4%+0.8pp | 75.8%-6.7pp | 70.7%-1.5pp |
| Annual return | 10.87% | 18.46%-7.6pp | 46.47%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,694 | $2,628-35.6% | $3,660-53.7% | $2,270-25.4% |
| Participant deferral / active EE | $3,591 | $3,300+8.8% | $4,370-17.8% | $3,740-4.0% |
| Admin fee / account holder | $55 | $704-92.2% | $5,945-99.1% | $513-89.2% |