Filed July 9, 2009 (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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,227 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,404 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,404 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $15,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,859 | $45,000-33.6% | $143,757-79.2% | $77,904-61.7% |
| Participation rate | 43.3% | 66.8%-23.5pp | 80.3%-37.0pp | 73.7%-30.3pp |
| Annual return | -16.45% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $382 | $1,870-79.6% | $4,951-92.3% | $2,848-86.6% |
| Participant deferral / active EE | $1,916 | $3,157-39.3% | $5,637-66.0% | $4,806-60.1% |
| Admin fee / account holder | $24 | $98-75.6% | $14,673-99.8% | $133-81.9% |