Filed June 27, 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. $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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $44,128 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 17 · EIN 06-1053228 | Pension Consulting | $14,568 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $3,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,955 | $82,978+74.7% | $129,995+11.5% | $71,457+102.9% |
| Participation rate | 84.9% | 74.1%+10.8pp | 78.5%+6.4pp | 67.9%+17.0pp |
| Annual return | 12.60% | 20.60%-8.0pp | -137.18%+149.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $8,375 | $2,622+219.4% | $4,320+93.9% | $2,588+223.6% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $316 | $1,729-81.7% | $10,614-97.0% | $1,587-80.1% |