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 | $932 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $21 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 49 · EIN 36-4317381 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,010 | $55,453-49.5% | $170,442-83.6% | $62,292-55.0% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 13.32% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $591 | $2,164-72.7% | $5,433-89.1% | $2,042-71.0% |
| Participant deferral / active EE | $2,065 | $2,303-10.3% | $4,939-58.2% | $3,169-34.8% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |