Filed November 12, 1998
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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $48,824 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL - RP Service code 28 · EIN 04-3046611 | Investment Management | $19,050 |
VESTAL & WILER CPAS2 years Filed as: VESTAL & WILERS, CPAS, PA Service code 10 · EIN 59-3198021 | Accounting | $10,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,012 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $3,607 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $3,173 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,393 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $667 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $56,894 | $54,350+4.7% | $82,719-31.2% | $68,494-16.9% |
| Participation rate | 93.8% | 63.9%+29.9pp | 72.6%+21.3pp | 67.9%+25.9pp |
| Annual return | -13.09% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,759 | $3,246+46.6% | $4,395+8.3% | $4,027+18.2% |
| Admin fee / account holder | $839 | $4,395-80.9% | $5,329-84.3% | $5,403-84.5% |