Filed June 8, 2007
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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $195,395 |
FIDUCIENT ADVISORS LLC2 years Service code 99 · EIN 36-4001764 | Other Fees | $72,641 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP INC Service code 10 · EIN 06-1055322 | Accounting | $51,330 |
COHNREZNICK LLP10+ years Service code 99 · EIN 22-1478089 | Other Fees | $43,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,078 | $89,436+79.0% | $164,813-2.9% | $77,643+106.2% |
| Participation rate | 97.7% | 78.6%+19.1pp | 78.6%+19.1pp | 70.6%+27.1pp |
| Annual return | 13.64% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,458 | $2,569+73.5% | $4,341+2.7% | $2,726+63.5% |
| Participant deferral / active EE | $9,538 | $4,897+94.8% | $6,031+58.1% | $4,647+105.2% |
| Admin fee / account holder | $182 | $339-46.3% | $12,690-98.6% | $430-57.6% |