Filed September 22, 2008 (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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $19,222 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $3,682 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $33 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 | Brokerage Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,728 | $47,722-50.3% | $82,719-71.3% | $64,808-63.4% |
| Participation rate | 87.9% | 67.6%+20.2pp | 72.6%+15.3pp | 71.5%+16.4pp |
| Annual return | -14.04% | -13.05%-1.0pp | 701.18%-715.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,140 | $2,179-47.7% | $3,009-62.1% | $2,506-54.5% |
| Participant deferral / active EE | $2,309 | $3,329-30.6% | $4,395-47.5% | $4,310-46.4% |
| Admin fee / account holder | $56 | $143-60.7% | $5,329-98.9% | $188-70.1% |