Filed September 3, 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: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 · EIN 41-1447816 121 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Contract Administrator | $141,074 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $53,798 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $30,371 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY, LTC Service code 50 · EIN 41-0975573 | Direct Payment | $13,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,859 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $1,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,878 | $81,908+17.1% | $90,749+5.7% | $64,808+47.9% |
| Participation rate | 84.5% | 80.5%+4.0pp | 75.7%+8.8pp | 71.5%+13.0pp |
| Annual return | -14.55% | -12.53%-2.0pp | -12.16%-2.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $3,132 | $3,065+2.2% | $2,921+7.2% | $2,506+25.0% |
| Participant deferral / active EE | $3,919 | $4,840-19.0% | $4,564-14.1% | $4,310-9.1% |
| Admin fee / account holder | $127 | $157-19.2% | $8,445-98.5% | $188-32.4% |