Filed April 25, 2005
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 |
|---|---|---|
Filed as: MASSACHUSETTS LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $657 |
TBS AGENCY INC1 year Service code 53 · EIN 52-1473914 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,005 | $81,900+157.6% | $119,609+76.4% | $68,494+208.1% |
| Participation rate | 98.8% | 71.9%+26.9pp | 79.3%+19.6pp | 67.9%+30.9pp |
| Annual return | -15.85% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $16,244 | $2,693+503.1% | $4,232+283.8% | $2,596+525.7% |
| Participant deferral / active EE | $9,349 | $4,148+125.4% | $5,602+66.9% | $4,027+132.2% |
| Admin fee / account holder | $15 | $6,582-99.8% | $10,323-99.9% | $5,403-99.7% |