Filed June 20, 2007 (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 13 · EIN 42-0127290 | Contract Administrator | $176,148 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $67,760 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,608 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 12 · EIN 84-2409363 | Other services; Claims processing; Co... | $40,614 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $2,846 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,690 | $82,917+8.2% | $103,333-13.2% | $77,643+15.5% |
| Participation rate | 85.5% | 71.6%+14.0pp | 74.5%+11.0pp | 70.6%+15.0pp |
| Annual return | 96.98% | 19.13%+77.8pp | 24.88%+72.1pp | 31.24%+65.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,649 | $4,108+86.2% | $5,057+51.2% | $4,647+64.6% |
| Admin fee / account holder | $231 | $638-63.8% | $8,355-97.2% | $430-46.3% |