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 | $0 |
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 COMPANY2+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 | Recordkeeping | $0 |
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 | $118,306 | $74,089+59.7% | $133,980-11.7% | $55,167+114.5% |
| Participation rate | 77.5% | 84.3%-6.7pp | 87.1%-9.5pp | 69.0%+8.6pp |
| Annual return | 17.62% | 12.11%+5.5pp | 29.30%-11.7pp | 169.23%-151.6pp |
| Employer contribution / active EE | $4,280 | $3,064+39.7% | $5,211-17.9% | $1,963+118.1% |
| Participant deferral / active EE | $3,337 | $4,678-28.7% | $6,282-46.9% | $3,054+9.3% |
| Admin fee / account holder | $101 | $458-78.0% | $9,324-98.9% | $504-80.0% |