Filed August 16, 1999 (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 Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $32,490 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,189 |
EVEREN SECURITIES INC5 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 · EIN 36-4019175 | Advisory (Plan) | $8,331 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $1,440 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,345 | $65,061-79.5% | $143,757-90.7% | $66,914-80.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.54% | -11.14%-0.4pp | -0.04%-11.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $3,475 | $2,361+47.2% | $4,951-29.8% | $2,544+36.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $201 | $502-59.9% | $14,673-98.6% | $593-66.1% |