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 INS COMP Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $36,315 |
Service code 50 · EIN 47-6026142 | Direct Payment | $13,000 |
Filed as: GLOBAL RETIREMENTS PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,901 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,901 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,536 |
KELLEY FINANCIAL SERVICES, INC.8+ years Filed as: KELLEY FINANCIAL SERVICES INC. Service code 13 | Contract Administrator | $4,331 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $1,334 |
Filed as: GREAT WEST LIFE AN ANNUITY INS COM. Service code 71 | Brokerage Fees | $265 |
Filed as: GREAT WEST LIFE & ANNUITY INS. COM. Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
Filed as: KELLEY FINANCIAL SERVICES INC Service code 13 · EIN 47-0800241 | Contract Administrator | $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 | $75,970 | $102,553-25.9% | $151,611-49.9% | $66,914+13.5% |
| Participation rate | 94.6% | 85.5%+9.1pp | 87.5%+7.1pp | 69.8%+24.8pp |
| Annual return | -12.82% | -10.82%-2.0pp | 3.33%-16.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,565 | $4,180-38.7% | $6,166-58.4% | $2,544+0.8% |
| Participant deferral / active EE | $3,806 | $6,641-42.7% | $8,363-54.5% | $4,237-10.2% |
| Admin fee / account holder | $585 | $630-7.1% | $11,616-95.0% | $593-1.4% |