Filed July 25, 2014
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 9-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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,746 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,929 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
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 | $17,474 | $36,916-52.7% | $156,549-88.8% | $57,658-69.7% |
| Participation rate | 70.0% | 63.4%+6.6pp | 84.0%-14.0pp | 70.2%-0.2pp |
| Annual return | 8.75% | 12.38%-3.6pp | 32.23%-23.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $662 | $1,571-57.8% | $5,501-88.0% | $1,974-66.4% |
| Participant deferral / active EE | $2,033 | $1,926+5.6% | $4,871-58.3% | $3,061-33.6% |
| Admin fee / account holder | $36 | $82-55.9% | $13,027-99.7% | $95-61.5% |