Filed October 18, 2004
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 8-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $250,833 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 | Contract Administrator | $237,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $43,224 |
Filed as: CLARK, SCHAEFER HACKETT & CO. Service code 13 | Contract Administrator | $15,393 |
AETNA LIFE INSURANCE COMPANY7 years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $11,758 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 10.55% | 5.99%+4.6pp | 6.78%+3.8pp | 7.65%+2.9pp |
| Employer contribution / active EE | $13,223 | $10,834+22.1% | $25,154-47.4% | $20,599-35.8% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |