Filed January 7, 2013
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 13 · EIN 06-1050034 | Contract Administrator | $241,743 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,200 |
THOMPSON HINE7 years Service code 29 · EIN 34-0575300 | Legal | $27,469 |
MCM CPAS & ADVISORS LLP3 years Filed as: MCM CPAS& ADVISORS LLP Service code 10 · EIN 27-1235638 | Accounting | $9,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $78,250 | $104,697-25.3% | $96,544-18.9% | $80,160-2.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 15.25% | 21.78%-6.5pp | 25.84%-10.6pp | 40.38%-25.1pp |
| Employer contribution / active EE | $3,867 | $3,536+9.3% | $2,965+30.4% | $2,978+29.9% |
| Participant deferral / active EE | $4,356 | $6,188-29.6% | $4,851-10.2% | $5,017-13.2% |
| Admin fee / account holder | $160 | $107+50.2% | $8,252-98.1% | $145+10.6% |