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 | Contract Administrator | $25,073 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,580 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
GREG HARVEY2 years Filed as: GREG A. HARVEY Service code 53 10975 BENSON DR STE 300 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $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 | $52,038 | $60,545-14.1% | $92,233-43.6% | $69,631-25.3% |
| Participation rate | 61.8% | 72.2%-10.3pp | 76.5%-14.7pp | 70.7%-8.9pp |
| Annual return | 18.27% | 19.71%-1.4pp | 176.28%-158.0pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $6 | $2,633-99.8% | $3,679-99.8% | $2,032-99.7% |
| Participant deferral / active EE | $5,093 | $2,828+80.1% | $3,897+30.7% | $3,224+58.0% |
| Admin fee / account holder | $22 | $145-84.6% | $5,194-99.6% | $110-79.8% |