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, CO 80111 | Recordkeeping Fees | $112,836 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,142 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $500 |
Filed as: MASS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $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 | $38,033 | $44,989-15.5% | $170,442-77.7% | $77,958-51.2% |
| Participation rate | 96.9% | 64.6%+32.3pp | 83.6%+13.3pp | 71.6%+25.3pp |
| Annual return | 30.63% | 19.61%+11.0pp | 205.93%-175.3pp | 20.87%+9.8pp |
| Employer contribution / active EE | $1,780 | $1,466+21.4% | $5,433-67.2% | $2,310-23.0% |
| Participant deferral / active EE | $3,072 | $2,208+39.1% | $4,939-37.8% | $3,537-13.1% |
| Admin fee / account holder | $38 | $69-45.6% | $13,880-99.7% | $97-61.5% |