Filed April 28, 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: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $37,077 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,582 |
Service code 13 740 NW BLUE PARKWAY, SUITE 201 · LEES SUMMIT, MO 64086 | Contract Administrator | $10,000 |
Filed as: MML INVESTORS SERVICES INC Service code 55 PO BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $0 |
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 | $84,852 | $50,464+68.1% | $75,781+12.0% | $52,331+62.1% |
| Participation rate | 87.7% | 66.8%+20.9pp | 75.8%+11.9pp | 68.1%+19.6pp |
| Annual return | -0.35% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,496 | $1,988+25.5% | $3,323-24.9% | $1,882+32.6% |
| Participant deferral / active EE | $5,251 | $2,570+104.3% | $3,651+43.8% | $3,022+73.8% |
| Admin fee / account holder | $113 | $1,103-89.7% | $5,299-97.9% | $592-80.9% |