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 8-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 INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $32,748 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,166 |
EVEREN SECURITIES INC1 year Filed as: EVEREN CAPITAL COPORATION Service code 27 · EIN 36-4019175 | Advisory (Plan) | $8,018 |
EVEREN SECURITIES INC3 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 1 N JEFFERSON AVE. · ST. LOUIS, MO 63103 | Advisory (Plan) | $2,386 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $1,703 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $0 |
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 | $37,050 | $73,867-49.8% | $143,757-74.2% | $68,494-45.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.04% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,210 | $3,384+172.1% | $5,637+63.4% | $4,027+128.7% |
| Admin fee / account holder | $243 | $5,755-95.8% | $14,673-98.3% | $5,403-95.5% |