Filed August 23, 2002
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 64 · EIN 04-1590850 | Recordkeeping Fees | $20,484 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,439 |
RSM US LLP1 year Service code 10 · EIN 35-2552359 | Accounting | $5,995 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,060 | $59,159+35.3% | $159,960-50.0% | $66,914+19.6% |
| Participation rate | 96.1% | 68.1%+27.9pp | 78.0%+18.1pp | 69.8%+26.2pp |
| Annual return | 14.27% | -12.26%+26.5pp | 408.60%-394.3pp | 1.58%+12.7pp |
| Employer contribution / active EE | $4,879 | $1,983+146.1% | $4,226+15.5% | $2,544+91.8% |
| Participant deferral / active EE | $8,845 | $4,395+101.3% | $6,182+43.1% | $4,237+108.8% |
| Admin fee / account holder | $120 | $591-79.6% | $8,698-98.6% | $593-79.7% |