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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,178 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $46,209 |
Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $10,000 |
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 | $100,425 | $58,726+71.0% | $92,233+8.9% | $62,292+61.2% |
| Participation rate | 86.6% | 68.3%+18.2pp | 76.5%+10.1pp | 69.5%+17.1pp |
| Annual return | 15.92% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,840 | $2,392+18.8% | $3,679-22.8% | $2,042+39.1% |
| Participant deferral / active EE | $6,553 | $2,766+136.9% | $3,897+68.2% | $3,169+106.8% |
| Admin fee / account holder | $243 | $556-56.4% | $5,194-95.3% | $479-49.4% |