Filed August 8, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $39,555 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $18,018 |
WHITLEY PENN LLP7 years Service code 64 · EIN 75-2393478 | Recordkeeping Fees | $14,200 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,468 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 71 · EIN 84-0467907 | Brokerage Fees | $76 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,452 | $86,897+14.4% | $151,611-34.4% | $64,808+53.5% |
| Participation rate | 76.3% | 87.3%-11.0pp | 87.5%-11.2pp | 71.5%+4.8pp |
| Annual return | -13.00% | -3.57%-9.4pp | 3.33%-16.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,723 | $4,010-32.1% | $6,166-55.8% | $2,506+8.7% |
| Participant deferral / active EE | $5,505 | $6,690-17.7% | $8,363-34.2% | $4,310+27.7% |
| Admin fee / account holder | $139 | $153-8.8% | $11,616-98.8% | $188-25.8% |