Filed April 14, 1998 (most recent of 4 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 | $534,643 |
WILLIS TOWERS WATSON US LLC3 years Service code 27 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $120,000 |
HERBEIN & COMPANY, INC.3 years Filed as: HERBEIN & CO INC Service code 10 · EIN 23-2415973 | Accounting | $39,450 |
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 | $126,389 | $152,104-16.9% | $184,203-31.4% | $106,382+18.8% |
| Participation rate | 82.3% | 85.9%-3.6pp | 86.8%-4.6pp | 69.9%+12.4pp |
| Annual return | 14.48% | 20.70%-6.2pp | 28.81%-14.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $6,139 | $5,326+15.3% | $6,427-4.5% | $3,364+82.5% |
| Participant deferral / active EE | $8,758 | $8,559+2.3% | $9,131-4.1% | $5,569+57.3% |
| Admin fee / account holder | $47 | $103-53.9% | $13,901-99.7% | $79-40.3% |