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 | $588,070 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 100101603 | Investment Management | $129,072 |
ERNST & YOUNG LLP5 years Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $80,000 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
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 | $97,803 | $130,141-24.8% | $86,677+12.8% | $77,904+25.5% |
| Participation rate | 97.2% | 85.9%+11.2pp | 76.6%+20.6pp | 73.7%+23.5pp |
| Annual return | -13.22% | -12.75%-0.5pp | 35.91%-49.1pp | 12.21%-25.4pp |
| Employer contribution / active EE | $3,343 | $3,220+3.8% | $2,836+17.9% | $2,848+17.4% |
| Participant deferral / active EE | $5,251 | $5,757-8.8% | $4,656+12.8% | $4,806+9.3% |
| Admin fee / account holder | $134 | $132+1.7% | $7,493-98.2% | $133+1.1% |