Filed October 18, 2004
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: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 1295 STATE STREET · SPRINGFIELD, MA 01111 | Insurance Commissions | $20,696 |
Service code 13 · EIN 14-1836262 P.O. BOX 767 · SELKIRK, NY 12158 | Contract Administrator | $13,248 |
Filed as: MSSSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Float revenue; Recordkeeping fees | $3,392 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,423 | $110,094-2.4% | $151,611-29.1% | $68,494+56.8% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -15.59% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,951 | $4,471-11.6% | $6,166-35.9% | $2,596+52.2% |
| Participant deferral / active EE | $7,729 | $6,527+18.4% | $8,363-7.6% | $4,027+91.9% |
| Admin fee / account holder | $28 | $7,719-99.6% | $11,616-99.8% | $5,403-99.5% |