Filed September 28, 2007
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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $34,649 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $6,593 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $3,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,888 | $65,061-23.3% | $143,757-65.3% | $66,914-25.4% |
| Participation rate | 99.3% | 65.2%+34.1pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -17.49% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,523 | $2,361+6.9% | $4,951-49.0% | $2,544-0.8% |
| Participant deferral / active EE | $2,709 | $2,919-7.2% | $5,637-51.9% | $4,237-36.1% |
| Admin fee / account holder | $244 | $502-51.4% | $14,673-98.3% | $593-58.9% |