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 | $117,614 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 1606 N 7TH ST · TERRE HAUTE, IN 47804 | Contract Administrator | $475 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $188 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $18 |
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 | $44,746 | $47,456-5.7% | $172,739-74.1% | $77,787-42.5% |
| Participation rate | 96.9% | 66.3%+30.6pp | 82.6%+14.2pp | 73.2%+23.7pp |
| Annual return | 20.59% | 35.57%-15.0pp | 802.84%-782.3pp | 32.57%-12.0pp |
| Employer contribution / active EE | $2,093 | $1,574+32.9% | $5,143-59.3% | $2,504-16.4% |
| Participant deferral / active EE | $3,598 | $2,560+40.6% | $5,198-30.8% | $3,967-9.3% |
| Admin fee / account holder | $40 | $81-50.1% | $13,954-99.7% | $100-59.7% |