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 LLC3 years Service code 27 50 E RIVERCENTER BLVD STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $76,346 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,997 |
THE C.W. ZUMBIEL COMPANY4 years Service code 99 2100 GATEWAY BLVD · HEBRON, KY 41048 | Other Fees | $14,500 |
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 | $138,662 | $92,055+50.6% | $106,213+30.6% | $77,643+78.6% |
| Participation rate | 82.5% | 81.0%+1.4pp | 75.3%+7.2pp | 70.6%+11.9pp |
| Annual return | 17.55% | 17.91%-0.4pp | 116.14%-98.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,079 | $3,367-67.9% | $3,171-66.0% | $2,726-60.4% |
| Participant deferral / active EE | $3,455 | $5,386-35.8% | $5,016-31.1% | $4,647-25.6% |
| Admin fee / account holder | $446 | $219+103.7% | $11,033-96.0% | $430+3.7% |