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 | $124,349 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,555 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 1606 N 7TH ST · TERRE HAUTE, IN 47804 | Contract Administrator | $500 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $36 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,859 | $45,382-21.0% | $154,107-76.7% | $75,289-52.4% |
| Participation rate | 96.8% | 65.9%+30.9pp | 83.0%+13.8pp | 72.4%+24.4pp |
| Annual return | -5.94% | -0.47%-5.5pp | 735.12%-741.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,788 | $1,533+16.7% | $5,298-66.2% | $2,405-25.6% |
| Participant deferral / active EE | $3,205 | $2,384+34.4% | $5,081-36.9% | $3,739-14.3% |
| Admin fee / account holder | $42 | $89-52.7% | $13,411-99.7% | $102-58.7% |