Filed December 3, 2013 (most recent of 2 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: MASS MUTUAL LIFE INS. COMPANY Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $53,854 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,355 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,620 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,570 | $46,292+7.1% | $143,757-65.5% | $64,808-23.5% |
| Participation rate | 90.2% | 64.2%+26.0pp | 80.3%+9.9pp | 71.5%+18.8pp |
| Annual return | -17.90% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,978 | $1,910+55.9% | $4,951-39.8% | $2,506+18.8% |
| Participant deferral / active EE | $4,437 | $2,646+67.7% | $5,637-21.3% | $4,310+2.9% |
| Admin fee / account holder | $66 | $154-57.1% | $14,673-99.6% | $188-64.9% |