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 55 | Other Commissions | $36,509 |
Service code 13 · EIN 14-1836262 P.O. BOX 767 · SELKIRK, NY 12158 | Contract Administrator | $13,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $965 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $491 |
MMLIS2 years Service code 55 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,086 | $122,239+31.8% | $184,203-12.5% | $74,495+116.2% |
| Participation rate | 76.9% | 85.5%-8.6pp | 86.8%-10.0pp | 67.2%+9.7pp |
| Annual return | 17.57% | 19.95%-2.4pp | 28.81%-11.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,261 | $4,537-28.1% | $6,427-49.3% | $2,623+24.3% |
| Participant deferral / active EE | $5,205 | $7,139-27.1% | $9,131-43.0% | $4,346+19.8% |
| Admin fee / account holder | $32 | $1,260-97.5% | $13,901-99.8% | $1,942-98.4% |