Filed September 8, 1995
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $538,864 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 5959 ROCKSIDE WOODS BLVD N · CLEVELAND, OH 44131 | Advisory (Plan) | $72,000 |
PRUCO SECURITIES, LLC1 year Filed as: PRUCO SECURITIES LLC Service code 33 · EIN 22-1921421 213 WASHINGTON ST 17TH FL · NEWARK, NJ 07102 | Securities brokerage commissions and ... | $22,566 |
Service code 99 PO BOX 1330 · COLUMBIA, SC 29202 | Other Fees | $17,650 |
HARTER SECREST & EMERY LLP10+ years Service code 29 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $8,498 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,729 | $110,299-28.6% | $102,423-23.1% | $199,593-60.6% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 11.04% | 35.73%-24.7pp | 29.32%-18.3pp | 34.25%-23.2pp |
| Employer contribution / active EE | $3,153 | $3,603-12.5% | $3,023+4.3% | $3,034+3.9% |
| Participant deferral / active EE | $5,518 | $6,376-13.4% | $5,053+9.2% | $5,087+8.5% |
| Admin fee / account holder | $112 | $122-8.8% | $9,451-98.8% | $269-58.5% |