Filed June 1, 2012 (most recent of 4 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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC1+ years Service code 12 · EIN 41-1919752 | Investment advisory (participants); D... | $81,411 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $23,985 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,824 | $74,024+56.5% | $77,999+48.5% | $57,658+100.9% |
| Participation rate | 99.4% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 5.55% | 12.14%-6.6pp | 425.96%-420.4pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,933 | $2,365+24.0% | $2,470+18.8% | $1,974+48.6% |
| Participant deferral / active EE | $3,854 | $3,533+9.1% | $3,497+10.2% | $3,061+25.9% |
| Admin fee / account holder | $320 | $93+242.8% | $5,480-94.2% | $95+238.0% |