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 |
|---|---|---|
MCF ADVISORS LLC1 year Service code 27 50 E RIVERCENTER BLVD STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $52,545 |
THE C.W. ZUMBIEL COMPANY2 years Service code 99 2100 GATEWAY BLVD · HEBRON, KY 41048 | Other Fees | $12,250 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $4,302 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,660 | $81,908+11.9% | $90,749+1.0% | $64,808+41.4% |
| Participation rate | 69.3% | 80.5%-11.2pp | 75.7%-6.4pp | 71.5%-2.2pp |
| Annual return | -18.18% | -12.53%-5.6pp | -12.16%-6.0pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,220 | $3,065-60.2% | $2,921-58.2% | $2,506-51.3% |
| Participant deferral / active EE | $3,985 | $4,840-17.7% | $4,564-12.7% | $4,310-7.5% |
| Admin fee / account holder | $101 | $157-35.4% | $8,445-98.8% | $188-46.0% |