Filed May 22, 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: FIRST FINANCIAL EQUITY CORP Service code 26 · EIN 86-0511639 | Advisory (Participants) | $12,589 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $7,363 |
BIG SKY RETIREMENT INC1 year Service code 13 | Contract Administrator | $1,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,536 | $61,156-53.3% | $185,823-84.6% | $79,386-64.1% |
| Participation rate | 66.7% | 66.6%0pp | 81.7%-15.0pp | 70.7%-4.0pp |
| Annual return | 25.73% | 19.45%+6.3pp | 122.05%-96.3pp | 116.85%-91.1pp |
| Employer contribution / active EE | $791 | $2,321-65.9% | $5,167-84.7% | $2,427-67.4% |
| Participant deferral / active EE | $1,429 | $2,789-48.8% | $5,568-74.3% | $4,046-64.7% |
| Admin fee / account holder | $36 | $710-94.9% | $16,237-99.8% | $626-94.3% |