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 COMPANY4+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,283 | $79,523+136.8% | $140,016+34.5% | $56,287+234.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 5.25% | 2.39%+2.9pp | 651.12%-645.9pp | -9.96%+15.2pp |
| Employer contribution / active EE | $5,804 | $3,350+73.3% | $5,606+3.5% | $2,111+174.9% |
| Participant deferral / active EE | $3,714 | $5,129-27.6% | $6,927-46.4% | $3,350+10.9% |
| Admin fee / account holder | $192 | $614-68.8% | $10,705-98.2% | $521-63.2% |