Filed December 2, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $19,453 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 50 · EIN 13-5674085 | Direct Payment | $8,791 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,563 | $64,324-43.2% | $118,925-69.3% | $79,858-54.2% |
| Participation rate | 78.3% | 64.9%+13.4pp | 75.4%+2.9pp | 69.6%+8.6pp |
| Annual return | 7.66% | 86.45%-78.8pp | 35.88%-28.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,700 | $1,836+47.0% | $3,263-17.3% | $2,471+9.3% |
| Participant deferral / active EE | $2,121 | $2,824-24.9% | $4,265-50.3% | $3,740-43.3% |
| Admin fee / account holder | $214 | $4,040-94.7% | $6,581-96.7% | $5,306-96.0% |