Filed November 29, 2005
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: MSSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $34,881 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,392 | $64,612+139.0% | $86,436+78.6% | $64,808+138.2% |
| Participation rate | 99.6% | 81.5%+18.2pp | 80.3%+19.3pp | 71.5%+28.2pp |
| Annual return | -16.66% | 0.66%-17.3pp | 4394.89%-4411.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $6,934 | $2,744+152.7% | $3,769+84.0% | $2,506+176.7% |
| Participant deferral / active EE | $11,544 | $7,497+54.0% | $6,952+66.1% | $4,310+167.8% |
| Admin fee / account holder | $200 | $169+18.3% | $6,731-97.0% | $188+6.5% |