Filed October 5, 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 |
|---|---|---|
THE C.W. ZUMBIEL COMPANY1 year Service code 99 2100 GATEWAY BLVD · HEBRON, KY 41048 | Other Fees | $62,759 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $15,390 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,287 | $93,131+13.1% | $106,548-1.2% | $86,799+21.3% |
| Participation rate | 79.9% | 81.4%-1.6pp | 76.1%+3.7pp | 72.3%+7.6pp |
| Annual return | 14.38% | 19.45%-5.1pp | 26.80%-12.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,289 | $2,895-55.5% | $2,819-54.3% | $2,405-46.4% |
| Participant deferral / active EE | $4,259 | $4,708-9.5% | $4,398-3.2% | $4,131+3.1% |
| Admin fee / account holder | $153 | $145+5.7% | $7,407-97.9% | $170-9.6% |