Filed April 2, 2012 (most recent of 2 filings on file)
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: MASS MUTUAL LIFE INS CO. Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $17,157 |
BANCFIRST8+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $7,780 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,194 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,148 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 50 · EIN 44-0160260 | Direct Payment | $2,080 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,693 | $65,061-52.8% | $143,757-78.6% | $66,914-54.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.16% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $200 | $502-60.1% | $14,673-98.6% | $593-66.2% |