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 |
|---|---|---|
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES Service code 27 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Advisory (Plan) | $15,571 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,068 |
ELLIS BENEFITS GROUP, INC.2+ years Filed as: ELLIS BENEFITS GROUP Service code 13 | Contract Administrator | $3,025 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,465 |
ELLIS BENEFITS GROUP, INC.2+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,504 | $42,546+14.0% | $71,796-32.4% | $55,167-12.1% |
| Participation rate | 85.0% | 59.1%+25.8pp | 69.1%+15.9pp | 69.0%+16.0pp |
| Annual return | 7.43% | 12.36%-4.9pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,824 | $803+251.5% | $1,924+46.7% | $1,963+43.9% |
| Participant deferral / active EE | $3,383 | $2,064+63.9% | $2,794+21.0% | $3,054+10.8% |
| Admin fee / account holder | $33 | $650-94.9% | $4,815-99.3% | $504-93.4% |