Filed October 26, 2007 (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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $927,652 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $210,866 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $164,807 |
Filed as: TOWERS WATSON INV SERVICES INC Service code 28 · EIN 52-1868818 | Investment Management | $104,227 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 28 · EIN 41-0746749 | Investment Management | $26,276 |
THINK PATENTED7 years Service code 99 2490 CROSSPOINTE DRIVE · MIAMISBURG, OH 45342 | Other Fees | $15,016 |
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 | $177,063 | $118,464+49.5% | $96,544+83.4% | $103,482+71.1% |
| Participation rate | 96.5% | 89.0%+7.5pp | 76.0%+20.5pp | 73.3%+23.2pp |
| Annual return | 7.55% | 18.79%-11.2pp | 25.84%-18.3pp | 33.11%-25.6pp |
| Employer contribution / active EE | $5,299 | $4,210+25.9% | $2,965+78.7% | $3,208+65.2% |
| Participant deferral / active EE | $8,833 | $7,277+21.4% | $4,851+82.1% | $5,207+69.6% |
| Admin fee / account holder | $93 | $81+14.7% | $8,252-98.9% | $114-18.5% |