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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $19,509 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $8,396 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,906 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,428 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $1,755 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,411 | $72,254-64.8% | $86,677-70.7% | $64,808-60.8% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | -13.40% | 392.42%-405.8pp | 35.91%-49.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,675 | $2,393-30.0% | $2,836-40.9% | $2,506-33.2% |
| Participant deferral / active EE | $2,293 | $4,658-50.8% | $4,656-50.8% | $4,310-46.8% |
| Admin fee / account holder | $36 | $174-79.2% | $7,493-99.5% | $188-80.8% |