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 Service code 12 280 TRUMBULL STREET · HARTFORD, CT 06103 | Claims processing | $36,594 |
KEY BANK NATIONAL ASSOCIATION8+ years Filed as: KEY BANK Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $0 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 60 LIVINGSTON AVENUE · ST PAUL, MN 55107 | Claims processing | $0 |
WILLIS TOWERS WATSON US LLC2 years 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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -18.46% | 87.23%-105.7pp | -5.16%-13.3pp | 23.41%-41.9pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |