Filed September 3, 2008 (most recent of 2 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 41-1447816 | Contract Administrator | $114,621 |
Service code 49 · EIN 04-1590850 | Other Services | $20,543 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,814 | $74,347+45.0% | $93,606+15.2% | $67,579+59.5% |
| Participation rate | 89.8% | 80.6%+9.2pp | 75.8%+14.0pp | 71.3%+18.5pp |
| Annual return | 18.96% | 28.07%-9.1pp | 32.76%-13.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $2,778 | $2,583+7.5% | $2,718+2.2% | $2,148+29.3% |
| Participant deferral / active EE | $3,631 | $4,060-10.6% | $4,069-10.8% | $3,539+2.6% |
| Admin fee / account holder | $55 | $123-55.0% | $7,888-99.3% | $142-61.2% |