Filed July 12, 2006
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 LIFE INSURANCE COMPAN Service code 49 · EIN 04-1590850 | Other Services | $20,236 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $0 |
COLUMBIA3 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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 | $48,698 | $81,474-40.2% | $133,956-63.6% | $73,488-33.7% |
| Participation rate | 92.8% | 76.4%+16.4pp | 79.8%+13.0pp | 70.7%+22.1pp |
| Annual return | 16.60% | 19.40%-2.8pp | 45.09%-28.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $939 | $2,209-57.5% | $3,919-76.0% | $2,270-58.7% |
| Participant deferral / active EE | $4,114 | $3,786+8.6% | $5,048-18.5% | $3,740+10.0% |
| Admin fee / account holder | $156 | $713-78.2% | $8,927-98.3% | $513-69.7% |