Filed November 18, 2015 (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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $290,107 |
ERNST & YOUNG LLP7 years Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $129,400 |
Filed as: NEW YORK LIFE INSURANCE COMPANY DBA Service code 28 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 100101603 | Investment Management | $95,777 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $20,738 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,494 | $110,299+15.6% | $102,423+24.5% | $199,593-36.1% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 12.68% | 35.73%-23.1pp | 29.32%-16.6pp | 34.25%-21.6pp |
| Employer contribution / active EE | $3,915 | $3,603+8.7% | $3,023+29.5% | $3,034+29.0% |
| Participant deferral / active EE | $5,952 | $6,376-6.7% | $5,053+17.8% | $5,087+17.0% |
| Admin fee / account holder | $152 | $122+23.9% | $9,451-98.4% | $269-43.6% |