Filed March 28, 2019
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: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $874 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $250 |
CENTAURUS FINANCIAL INC2+ years Service code 53 · EIN 33-0530236 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,558 | $36,916-30.8% | $156,549-83.7% | $57,658-55.7% |
| Participation rate | 37.5% | 63.4%-26.0pp | 84.0%-46.5pp | 70.2%-32.8pp |
| Annual return | 3.82% | 12.38%-8.6pp | 32.23%-28.4pp | 5.13%-1.3pp |
| Employer contribution / active EE | $239 | $1,571-84.8% | $5,501-95.7% | $1,974-87.9% |
| Participant deferral / active EE | $732 | $1,926-62.0% | $4,871-85.0% | $3,061-76.1% |
| Admin fee / account holder | $1 | $82-98.4% | $13,027-100.0% | $95-98.6% |