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 | $54,673 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $48,638 |
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 | $91,847 | $55,449+65.6% | $83,848+9.5% | $56,287+63.2% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.3pp | 69.9%+29.5pp |
| Annual return | -6.24% | -1.38%-4.9pp | 850.88%-857.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,311 | $2,430+77.4% | $3,631+18.7% | $2,111+104.2% |
| Participant deferral / active EE | $6,737 | $2,935+129.5% | $4,082+65.0% | $3,350+101.1% |
| Admin fee / account holder | $254 | $656-61.3% | $5,478-95.4% | $521-51.3% |