Filed December 29, 1992
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 11-3665754 | Contract Administrator | $66,700 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $66,406 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $39,576 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 64 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping Fees | $13,020 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,517 | $130,141-35.8% | $86,677-3.6% | $77,904+7.2% |
| Participation rate | 99.6% | 85.9%+13.7pp | 76.6%+23.0pp | 73.7%+25.9pp |
| Annual return | -14.28% | -12.75%-1.5pp | 35.91%-50.2pp | 12.21%-26.5pp |
| Employer contribution / active EE | $4,718 | $3,220+46.5% | $2,836+66.3% | $2,848+65.7% |
| Participant deferral / active EE | $4,167 | $5,757-27.6% | $4,656-10.5% | $4,806-13.3% |
| Admin fee / account holder | $72 | $132-45.4% | $7,493-99.0% | $133-45.7% |