Filed September 1, 2006
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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,957 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 27 INS COMP DBA MML INVESTO · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $34,807 |
ELLIS BENEFITS GROUP, INC.4 years Filed as: ELLIS BENEFITS GROUP,INC. Service code 13 | Contract Administrator | $5,000 |
ELLIS BENEFITS GROUP, INC.11+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $3,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,551 | $56,767+29.6% | $101,794-27.7% | $85,563-14.0% |
| Participation rate | 93.0% | 57.6%+35.4pp | 69.2%+23.8pp | 66.0%+27.0pp |
| Annual return | 138.66% | 17.76%+120.9pp | 30.53%+108.1pp | 31.51%+107.1pp |
| Employer contribution / active EE | $975 | $1,112-12.3% | $2,289-57.4% | $2,654-63.3% |
| Participant deferral / active EE | $3,356 | $2,720+23.4% | $4,084-17.8% | $4,375-23.3% |
| Admin fee / account holder | $208 | $1,098-81.0% | $8,777-97.6% | $834-75.0% |