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 15 · EIN 84-0467907 | Recordkeeping | $124,932 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $21,808 |
BAKER TILLY US, LLP10+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $9,529 |
Service code 99 600 GRANT ST · PITTSBURGH, PA 15219 | Other Fees | $544 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 13 10000 N CENTRAL EXPY STE 1500 · DALLAS, TX 75231 | Contract Administrator | $280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,431 | $92,055+49.3% | $106,213+29.4% | $77,643+77.0% |
| Participation rate | 94.9% | 81.0%+13.9pp | 75.3%+19.6pp | 70.6%+24.3pp |
| Annual return | 12.41% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $6,421 | $3,367+90.7% | $3,171+102.5% | $2,726+135.6% |
| Participant deferral / active EE | $7,420 | $5,386+37.8% | $5,016+47.9% | $4,647+59.7% |
| Admin fee / account holder | $125 | $219-43.0% | $11,033-98.9% | $430-71.0% |