Filed April 28, 2011
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 8-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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $291,012 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $75,000 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $8,164 |
HAM, LANGSTON & BREZINA, LLP4+ years Service code 10 · EIN 76-0448495 | Accounting | $7,750 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
EATON VANCE4+ years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS4+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,989 | $110,699+42.7% | $177,821-11.2% | $90,288+75.0% |
| Participation rate | 83.3% | 88.3%-5.1pp | 87.7%-4.4pp | 73.4%+9.9pp |
| Annual return | 18.71% | 22.79%-4.1pp | 48.32%-29.6pp | 53.97%-35.3pp |
| Employer contribution / active EE | $3,742 | $4,118-9.1% | $5,918-36.8% | $2,524+48.3% |
| Participant deferral / active EE | $7,217 | $6,731+7.2% | $7,714-6.4% | $4,232+70.5% |
| Admin fee / account holder | $141 | $90+56.5% | $12,427-98.9% | $114+23.5% |