Filed January 13, 2013 (most recent of 5 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 52 · EIN 04-1590850 | Indirect Investment Fees | $48,529 |
Service code 50 · EIN 47-6026142 | Direct Payment | $13,149 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,150 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $11,150 |
KELLEY FINANCIAL SERVICES, INC.7+ years Service code 13 · EIN 47-0800241 17110 MARCY STREET · OMAHA, NE 68118 | Contract Administrator | $5,498 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0468075 | Other Services | $361 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $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 | $83,351 | $121,341-31.3% | $189,513-56.0% | $79,386+5.0% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.8%+3.9pp | 70.7%+21.0pp |
| Annual return | 15.05% | 21.08%-6.0pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,443 | $3,915-37.6% | $6,162-60.4% | $2,427+0.6% |
| Participant deferral / active EE | $3,662 | $6,395-42.7% | $8,221-55.5% | $4,046-9.5% |
| Admin fee / account holder | $622 | $651-4.5% | $12,045-94.8% | $626-0.7% |