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 LLC2 years Service code 27 50 E RIVERCENTER BLVD STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $65,902 |
THE C.W. ZUMBIEL COMPANY3 years Service code 99 2100 GATEWAY BLVD · HEBRON, KY 41048 | Other Fees | $28,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,353 | $84,784+36.1% | $98,439+17.2% | $74,419+55.0% |
| Participation rate | 63.6% | 81.5%-18.0pp | 75.2%-11.6pp | 70.7%-7.2pp |
| Annual return | 21.78% | 20.59%+1.2pp | 21.16%+0.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $1,105 | $3,364-67.1% | $3,048-63.7% | $2,637-58.1% |
| Participant deferral / active EE | $3,518 | $5,218-32.6% | $4,738-25.7% | $4,528-22.3% |
| Admin fee / account holder | $436 | $204+113.1% | $8,948-95.1% | $348+25.3% |