Filed June 10, 1997
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,094 |
SECURITIES AMERICA INC9+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Other Commissions | $18,858 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $7,868 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $1,235 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,229 | $82,978-14.2% | $129,995-45.2% | $71,457-0.3% |
| Participation rate | 85.5% | 74.1%+11.4pp | 78.5%+7.0pp | 67.9%+17.6pp |
| Annual return | 15.44% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,800 | $2,622-31.3% | $4,320-58.3% | $2,588-30.4% |
| Participant deferral / active EE | $4,309 | $4,432-2.8% | $5,820-26.0% | $4,289+0.5% |
| Admin fee / account holder | $350 | $1,729-79.8% | $10,614-96.7% | $1,587-78.0% |