Filed May 14, 2006 (most recent of 3 filings on file)
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 | $170,717 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
PARNASSUS2 years Service code 52 · EIN 94-6633178 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $277,010 | $87,125+217.9% | $108,410+155.5% | $86,799+219.1% |
| Participation rate | 99.1% | 80.5%+18.6pp | 80.1%+19.0pp | 72.3%+26.8pp |
| Annual return | 14.40% | 25.21%-10.8pp | 905.27%-890.9pp | 97.91%-83.5pp |
| Employer contribution / active EE | $6,660 | $2,477+168.8% | $3,558+87.2% | $2,405+176.9% |
| Participant deferral / active EE | $12,136 | $6,944+74.8% | $6,563+84.9% | $4,131+193.8% |
| Admin fee / account holder | $286 | $130+119.9% | $7,295-96.1% | $170+68.9% |