Filed December 1, 2014 (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 INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $27,831 |
Filed as: CORNERSTONE FINANCIAL SERVICES INC Service code 53 119 N BROADWAY ST STE 102 · GREENFIELD, IN 46140 | Insurance Commissions | $21,431 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,432 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $947 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $787 |
Filed as: GREGORY A MCROBERTS Service code 53 900 E 96TH ST STE 300 · INDIANAPOLIS, IN 31746 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICE INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,826 | $65,061-23.4% | $143,757-65.3% | $66,914-25.5% |
| Participation rate | 72.1% | 65.2%+6.9pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -14.56% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,287 | $2,361-45.5% | $4,951-74.0% | $2,544-49.4% |
| Participant deferral / active EE | $3,668 | $2,919+25.7% | $5,637-34.9% | $4,237-13.4% |
| Admin fee / account holder | $260 | $502-48.2% | $14,673-98.2% | $593-56.1% |