Filed January 6, 1997 (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 |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $31,348 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $6,339 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $2,435 |
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 | $101,590 | $96,486+5.3% | $153,485-33.8% | $77,643+30.8% |
| Participation rate | 91.0% | 81.6%+9.3pp | 77.1%+13.9pp | 70.6%+20.4pp |
| Annual return | 10.53% | 14.44%-3.9pp | 15.65%-5.1pp | 31.24%-20.7pp |
| Employer contribution / active EE | $3,749 | $5,224-28.2% | $5,039-25.6% | $2,726+37.6% |
| Participant deferral / active EE | $5,519 | $6,609-16.5% | $6,757-18.3% | $4,647+18.7% |
| Admin fee / account holder | $53 | $182-70.7% | $12,724-99.6% | $430-87.6% |