Filed June 8, 2009 (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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GILL CAPITAL PARTNERS, LLC Service code 27 · EIN 84-0920092 | Advisory (Plan) | $25,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,746 |
Service code 16 · EIN 31-1582098 | Consulting | $6,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,573 | $105,181+23.2% | $159,436-18.7% | $85,850+50.9% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.8%-1.2pp | 69.3%+12.3pp |
| Annual return | 15.40% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,872 | $3,318-43.6% | $4,829-61.2% | $2,565-27.0% |
| Participant deferral / active EE | $7,703 | $5,945+29.6% | $7,352+4.8% | $3,952+94.9% |
| Admin fee / account holder | $530 | $6,933-92.4% | $10,799-95.1% | $6,260-91.5% |