Filed July 1, 2019 (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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $113,038 |
Service code 27 · EIN 41-1812533 | Advisory (Plan) | $76,269 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,660 | $84,487-25.8% | $125,339-50.0% | $66,914-6.4% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -17.70% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,254 | $3,553-36.5% | $4,814-53.2% | $2,544-11.4% |
| Participant deferral / active EE | $11,714 | $6,781+72.7% | $7,446+57.3% | $4,237+176.5% |
| Admin fee / account holder | $235 | $685-65.7% | $10,010-97.7% | $593-60.4% |