Filed April 28, 1995
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 64 · EIN 84-0467907 | Recordkeeping Fees | $133,257 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Advisory (Plan) | $82,618 |
BAKER TILLY US, LLP9+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 99 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Other Fees | $18,815 |
Filed as: ECKERT SEAMANS CHERIN & MELLOT LLC Service code 99 600 GRANT ST · PITTSBURGH, PA 15219 | Other Fees | $420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,341 | $84,784+46.7% | $98,439+26.3% | $74,419+67.1% |
| Participation rate | 95.3% | 81.5%+13.8pp | 75.2%+20.1pp | 70.7%+24.6pp |
| Annual return | 14.06% | 20.59%-6.5pp | 21.16%-7.1pp | 34.38%-20.3pp |
| Employer contribution / active EE | $6,118 | $3,364+81.8% | $3,048+100.7% | $2,637+132.0% |
| Participant deferral / active EE | $8,376 | $5,218+60.5% | $4,738+76.8% | $4,528+85.0% |
| Admin fee / account holder | $182 | $204-11.1% | $8,948-98.0% | $348-47.7% |