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 | $783 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $125 |
CENTAURUS FINANCIAL INC3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,112 | $46,173-41.3% | $170,442-84.1% | $69,631-61.1% |
| Participation rate | 37.0% | 63.9%-26.9pp | 83.6%-46.6pp | 70.7%-33.7pp |
| Annual return | 6.63% | 21.62%-15.0pp | 205.93%-199.3pp | 27571.02%-27564.4pp |
| Employer contribution / active EE | $250 | $1,610-84.5% | $5,433-95.4% | $2,032-87.7% |
| Participant deferral / active EE | $674 | $2,080-67.6% | $4,939-86.4% | $3,224-79.1% |
| Admin fee / account holder | $1 | $116-99.4% | $13,880-100.0% | $110-99.4% |