Filed September 24, 1992
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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $27,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,421 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N MOUNTAIN RD STE 100 · HARRISBURG, PA 17112 | Contract Administrator | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,368 | $86,929+24.7% | $102,423+5.8% | $80,856+34.0% |
| Participation rate | 99.0% | 72.4%+26.6pp | 76.5%+22.5pp | 67.6%+31.3pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,849 | $2,369+62.5% | $3,023+27.3% | $2,755+39.7% |
| Participant deferral / active EE | $6,553 | $4,118+59.1% | $5,053+29.7% | $4,296+52.5% |
| Admin fee / account holder | $339 | $8,049-95.8% | $9,451-96.4% | $6,918-95.1% |