Filed December 14, 2010
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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,521 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $1,425 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $632 |
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 | $61,222 | $64,707-5.4% | $112,228-45.4% | $68,494-10.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.53% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,936 | $2,746+6.9% | $3,635-19.2% | $2,596+13.1% |
| Participant deferral / active EE | $6,385 | $3,565+79.1% | $4,728+35.1% | $4,027+58.6% |
| Admin fee / account holder | $39 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |