Filed June 7, 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 9-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 |
|---|---|---|
THURSTON SPRINGER MILLER4 years Service code 52 | Indirect Investment Fees | $43,072 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $23,139 |
Service code 52 | Indirect Investment Fees | $381 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $48 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $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 | $43,164 | $52,293-17.5% | $178,490-75.8% | $73,409-41.2% |
| Participation rate | 72.9% | 65.3%+7.6pp | 81.9%-9.0pp | 72.2%+0.7pp |
| Annual return | 13.99% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $587 | $1,735-66.2% | $5,011-88.3% | $2,234-73.7% |
| Participant deferral / active EE | $2,913 | $2,332+24.9% | $5,202-44.0% | $3,805-23.5% |
| Admin fee / account holder | $58 | $127-54.3% | $13,984-99.6% | $158-63.1% |