Filed April 5, 2005
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: ONEAMERICA SECURITIES INC Service code 55 · EIN 35-1159900 | Other Commissions | $41,257 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,933 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $102,370 | $69,231+47.9% | $91,989+11.3% | $67,579+51.5% |
| Participation rate | 64.2% | 78.9%-14.7pp | 78.6%-14.4pp | 71.3%-7.0pp |
| Annual return | 22.64% | 32.03%-9.4pp | 69.02%-46.4pp | 378.56%-355.9pp |
| Employer contribution / active EE | $607 | $2,284-73.4% | $3,452-82.4% | $2,148-71.8% |
| Participant deferral / active EE | $3,329 | $5,854-43.1% | $5,923-43.8% | $3,539-5.9% |
| Admin fee / account holder | $32 | $107-70.4% | $7,743-99.6% | $142-77.6% |