Filed March 18, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 12 280 TRUMBULL ST · HARTFORD, CT 06103 | Claims processing | $37,129 |
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY BANK Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $0 |
MCDONALD PARTNERS LLC7+ years Filed as: MCDONALD PARTNERS Service code 12 959 W. ST. CLAIRE AVE. · CLEVELAND, OH 44113 | Claims processing | $0 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 60 LIVINGSTON AVENUE · SAINT PAUL, MN 55107 | Claims processing | $0 |
Service code 12 1001 LAKESIDE AVENUE · CLEVELAND, OH 44114 | Claims processing | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $123,960-100.0% | $977,037-100.0% | $123,960-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 100.0%-100.0pp | 86.8%-86.8pp |
| Annual return | 11.34% | 13.45%-2.1pp | 12.86%-1.5pp | 13.45%-2.1pp |
| Employer contribution / active EE | $0 | $10,482-100.0% | $16,631-100.0% | $10,482-100.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $8,318-100.0% | $6,517-100.0% |
| Admin fee / account holder | $0 | $222-100.0% | $33,813-100.0% | $222-100.0% |