Filed July 21, 2009 (most recent of 3 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: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $121,202 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $58,172 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO CPA'S LLP Service code 10 · EIN 47-5324570 | Accounting | $35,000 |
HARTER SECREST & EMERY LLP2 years Service code 16 · EIN 16-0766172 | Consulting | $22,734 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $7,200 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 | Consulting | $6,960 |
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 | $106,942 | $110,299-3.0% | $102,423+4.4% | $199,593-46.4% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.50% | 35.73%-19.2pp | 29.32%-12.8pp | 34.25%-17.8pp |
| Employer contribution / active EE | $2,471 | $3,603-31.4% | $3,023-18.3% | $3,034-18.6% |
| Participant deferral / active EE | $6,364 | $6,376-0.2% | $5,053+26.0% | $5,087+25.1% |
| Admin fee / account holder | $59 | $122-52.1% | $9,451-99.4% | $269-78.2% |