Filed December 10, 1997
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 52 · EIN 04-1590850 | Indirect Investment Fees | $239,883 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $123,883 |
NATIONAL BENEFIT SERVICES, LLC6+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $40,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,344 | $104,475+151.1% | $159,436+64.5% | $79,386+230.5% |
| Participation rate | 96.1% | 76.6%+19.5pp | 82.8%+13.2pp | 70.7%+25.4pp |
| Annual return | 19.91% | 67.95%-48.0pp | 263.57%-243.7pp | 116.85%-96.9pp |
| Employer contribution / active EE | $8,188 | $3,417+139.6% | $4,829+69.5% | $2,427+237.3% |
| Participant deferral / active EE | $6,696 | $6,467+3.5% | $7,352-8.9% | $4,046+65.5% |
| Admin fee / account holder | $1,296 | $711+82.3% | $10,799-88.0% | $626+106.9% |