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 | $543,291 |
WILLIS TOWERS WATSON US LLC2 years Service code 27 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $120,000 |
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN & CO INC Service code 10 · EIN 23-2415973 | Accounting | $12,800 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 11 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Actuarial | $10,000 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $5,500 |
Filed as: FMR LLC DBA FIDELITY INVESTMENTS Service code 99 PO BOX 73307 · CHICAGO, IL 60673 | Other Fees | $1,758 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $104,236 | $135,240-22.9% | $169,993-38.7% | $96,393+8.1% |
| Participation rate | 79.6% | 86.5%-6.9pp | 87.0%-7.4pp | 71.3%+8.3pp |
| Annual return | 23.19% | 22.04%+1.2pp | 53.37%-30.2pp | 22.88%+0.3pp |
| Employer contribution / active EE | $5,529 | $5,029+9.9% | $6,785-18.5% | $3,238+70.7% |
| Participant deferral / active EE | $7,834 | $8,138-3.7% | $10,408-24.7% | $5,455+43.6% |
| Admin fee / account holder | $44 | $85-47.7% | $12,815-99.7% | $74-39.9% |