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 | Float revenue; Recordkeeping fees | $38,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,685 | $45,000-69.6% | $143,757-90.5% | $77,904-82.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 80.3%+12.0pp | 73.7%+18.7pp |
| Annual return | -15.68% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $835 | $1,870-55.3% | $4,951-83.1% | $2,848-70.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $32 | $98-67.0% | $14,673-99.8% | $133-75.5% |