Filed September 20, 2013 (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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,569 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $10,802 |
ASCENSUS LLC7 years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $1,656 |
ASCENSUS LLC6 years Filed as: ADMIN PARTNERS LLC Service code 15 | Recordkeeping | $1,621 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $320 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,499 | $83,884+58.0% | $64,056+106.8% | $74,419+78.0% |
| Participation rate | 74.3% | 76.6%-2.3pp | 72.3%+2.0pp | 70.7%+3.6pp |
| Annual return | 10.79% | 16.57%-5.8pp | 33.69%-22.9pp | 34.38%-23.6pp |
| Employer contribution / active EE | $5,389 | $3,084+74.8% | $2,747+96.2% | $2,637+104.3% |
| Participant deferral / active EE | $5,376 | $3,692+45.6% | $3,880+38.6% | $4,528+18.7% |
| Admin fee / account holder | $108 | $196-44.8% | $3,068-96.5% | $348-68.9% |