Filed October 25, 2010
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 15 · EIN 04-1590850 | Recordkeeping | $1,166 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,317 | $46,732-37.3% | $156,549-81.3% | $55,167-46.9% |
| Participation rate | 61.2% | 65.8%-4.6pp | 84.0%-22.8pp | 69.0%-7.8pp |
| Annual return | 7.39% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $435 | $2,105-79.4% | $5,501-92.1% | $1,963-77.9% |
| Participant deferral / active EE | $1,648 | $2,204-25.2% | $4,871-66.2% | $3,054-46.0% |
| Admin fee / account holder | $5 | $418-98.7% | $13,027-100.0% | $504-98.9% |