Filed July 9, 2007 (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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $60,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $21,405 |
EASTERN INSURANCE GROUP LLC6 years Service code 27 · EIN 38-3667558 | Advisory (Plan) | $9,352 |
BPAS1 year Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 74-1977743 | Advisory (Plan) | $9,091 |
Filed as: HAND BENEFITS AND TRUST COMPANY DBA Service code 27 3401 MASONS MILL RD STE 601 · HUNTINGDON VALLEY, PA 190063527 | Advisory (Plan) | $5,047 |
Employer contribution per participant 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 | $23,505 | $46,292-49.2% | $143,757-83.6% | $64,808-63.7% |
| Participation rate | 90.2% | 64.2%+26.0pp | 80.3%+9.9pp | 71.5%+18.8pp |
| Annual return | -15.54% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,479 | $2,646+69.3% | $5,637-20.5% | $4,310+3.9% |
| Admin fee / account holder | $141 | $154-8.5% | $14,673-99.0% | $188-25.0% |