Filed June 14, 1993
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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,176 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 22 · EIN 20-1484586 | Insurance Broker | $0 |
THE ALLOCATION COMPANY1+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $106,022 | $68,413+55.0% | $123,104-13.9% | $55,191+92.1% |
| Participation rate | 68.4% | 84.5%-16.1pp | 86.8%-18.4pp | 69.2%-0.8pp |
| Annual return | 9.21% | 6.30%+2.9pp | 13.22%-4.0pp | 10.78%-1.6pp |
| Employer contribution / active EE | $2,715 | $3,050-11.0% | $5,151-47.3% | $1,899+43.0% |
| Participant deferral / active EE | $2,026 | $4,490-54.9% | $6,230-67.5% | $3,046-33.5% |
| Admin fee / account holder | $135 | $88+53.9% | $9,015-98.5% | $91+48.8% |