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 SACHS3 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 | $20,797 |
Service code 16 · EIN 31-1582098 | Consulting | $6,810 |
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 | $113,609 | $82,664+37.4% | $125,339-9.4% | $68,494+65.9% |
| Participation rate | 79.4% | 75.0%+4.3pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,120 | $3,381-37.3% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $8,137 | $6,110+33.2% | $7,446+9.3% | $4,027+102.0% |
| Admin fee / account holder | $484 | $6,275-92.3% | $10,010-95.2% | $5,403-91.0% |