Filed November 9, 2005
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 Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $163,059 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,906 | $45,000-44.7% | $143,757-82.7% | $77,904-68.0% |
| Participation rate | 76.7% | 66.8%+9.9pp | 80.3%-3.6pp | 73.7%+3.0pp |
| Annual return | -15.05% | 29.03%-44.1pp | -0.04%-15.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,684 | $1,870-9.9% | $4,951-66.0% | $2,848-40.9% |
| Participant deferral / active EE | $2,233 | $3,157-29.3% | $5,637-60.4% | $4,806-53.5% |
| Admin fee / account holder | $56 | $98-43.1% | $14,673-99.6% | $133-57.7% |