Filed November 7, 2007
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: MASSMUTUAL LIFE INSURANCE CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $52,897 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,111 |
Service code 13 · EIN 43-1021898 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $7,965 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $29 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,180 | $50,199-2.0% | $70,092-29.8% | $66,914-26.5% |
| Participation rate | 91.6% | 66.3%+25.2pp | 70.5%+21.1pp | 69.8%+21.8pp |
| Annual return | -16.71% | -13.85%-2.9pp | 190.73%-207.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $876 | $1,864-53.0% | $2,559-65.8% | $2,544-65.6% |
| Participant deferral / active EE | $3,725 | $3,112+19.7% | $3,849-3.2% | $4,237-12.1% |
| Admin fee / account holder | $385 | $600-35.8% | $6,267-93.9% | $593-35.1% |