Filed April 21, 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 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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,869 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,067 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $2,785 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $2,770 |
ADMINPARTNERS, LLC1 year Filed as: ADMIN PARFTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,152 | $53,127+17.0% | $86,590-28.2% | $70,131-11.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.18% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,428 | $2,068+114.1% | $2,839+55.9% | $2,342+89.0% |
| Participant deferral / active EE | $5,513 | $2,696+104.5% | $3,609+52.8% | $3,332+65.5% |
| Admin fee / account holder | $1,051 | $3,585-70.7% | $4,906-78.6% | $4,645-77.4% |