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 |
|---|---|---|
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 | Contract Administrator | $20,310 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,955 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GREG HARVEY1 year Filed as: GREG A. HARVEY Service code 53 10975 BENSON DR STE 300 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 72 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,852 | $57,921-24.3% | $84,750-48.3% | $57,658-23.9% |
| Participation rate | 65.4% | 72.9%-7.6pp | 76.6%-11.2pp | 70.2%-4.9pp |
| Annual return | 13.55% | 10.24%+3.3pp | 22.78%-9.2pp | 5.13%+8.4pp |
| Employer contribution / active EE | $7 | $2,598-99.7% | $3,574-99.8% | $1,974-99.7% |
| Participant deferral / active EE | $3,754 | $2,742+36.9% | $3,712+1.1% | $3,061+22.6% |
| Admin fee / account holder | $22 | $130-82.7% | $5,332-99.6% | $95-76.3% |