Filed August 14, 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 |
|---|---|---|
SENIOR OPERATIONS LLC1 year Filed as: SENIOR US HOLDINGS INC DBA SENIOR Service code 99 300 E DEVON AVE · BARTLETT, IL 60103 | Other Fees | $56,636 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,202 | $104,697-0.5% | $96,544+7.9% | $80,160+30.0% |
| Participation rate | 90.5% | 86.4%+4.1pp | 76.0%+14.5pp | 72.9%+17.6pp |
| Annual return | 18.11% | 21.78%-3.7pp | 25.84%-7.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $3,211 | $3,536-9.2% | $2,965+8.3% | $2,978+7.8% |
| Participant deferral / active EE | $5,147 | $6,188-16.8% | $4,851+6.1% | $5,017+2.6% |
| Admin fee / account holder | $19 | $107-81.9% | $8,252-99.8% | $145-86.7% |