Filed January 13, 2006 (most recent of 3 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $150,515 |
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $11,324 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $72 |
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 | $25,570 | $37,039-31.0% | $147,614-82.7% | $59,188-56.8% |
| Participation rate | 96.9% | 63.8%+33.1pp | 84.6%+12.3pp | 69.4%+27.5pp |
| Annual return | 1.86% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,713 | $1,353+26.6% | $5,564-69.2% | $2,098-18.3% |
| Participant deferral / active EE | $3,152 | $2,094+50.6% | $4,895-35.6% | $3,265-3.4% |
| Admin fee / account holder | $55 | $60-8.8% | $11,611-99.5% | $92-40.4% |