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 INSURANCE CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $141,468 |
BANCFIRST8+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $71,812 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,767 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $38,293 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 50 · EIN 44-0160260 | Direct Payment | $6,750 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
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 | $66,861 | $46,292+44.4% | $143,757-53.5% | $64,808+3.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.73% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,408 | $1,910+78.5% | $4,951-31.2% | $2,506+36.0% |
| Participant deferral / active EE | $5,286 | $2,646+99.8% | $5,637-6.2% | $4,310+22.6% |
| Admin fee / account holder | $359 | $154+133.6% | $14,673-97.6% | $188+91.3% |