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 | $49,023 |
SECURITIES AMERICA INC10+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Other Commissions | $11,671 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $10,697 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $9,289 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $3,098 |
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 | $90,004 | $88,083+2.2% | $164,813-45.4% | $74,495+20.8% |
| Participation rate | 75.0% | 73.0%+2.0pp | 78.6%-3.6pp | 67.2%+7.8pp |
| Annual return | 11.75% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,836 | $2,593-29.2% | $4,341-57.7% | $2,623-30.0% |
| Participant deferral / active EE | $4,561 | $4,498+1.4% | $6,031-24.4% | $4,346+4.9% |
| Admin fee / account holder | $508 | $2,234-77.3% | $12,690-96.0% | $1,942-73.9% |