Filed July 19, 2006 (most recent of 6 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,845 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $2,354 |
MSI FINANCIAL SERVICES INC.2+ years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $1,090 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,747 | $63,346-81.5% | $92,233-87.3% | $70,131-83.2% |
| Participation rate | 81.0% | 68.7%+12.3pp | 76.5%+4.5pp | 69.5%+11.5pp |
| Annual return | 17.96% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $855 | $2,471-65.4% | $3,679-76.8% | $2,342-63.5% |
| Participant deferral / active EE | $1,583 | $2,854-44.5% | $3,897-59.4% | $3,332-52.5% |
| Admin fee / account holder | $113 | $3,840-97.0% | $5,194-97.8% | $4,645-97.6% |