Filed February 12, 1991
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 |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $9,956 |
ELO PROF LLC8+ years Service code 10 1820 N SANBORN BLVD PO BOX 249 · MITCHELL, SD 57301 | Accounting | $9,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,514 | $86,655+61.0% | $119,609+16.6% | $66,914+108.5% |
| Participation rate | 99.3% | 75.6%+23.7pp | 79.3%+20.1pp | 69.8%+29.5pp |
| Annual return | -14.13% | -8.00%-6.1pp | -14.97%+0.8pp | 1.58%-15.7pp |
| Employer contribution / active EE | $3,726 | $2,536+46.9% | $4,232-11.9% | $2,544+46.5% |
| Participant deferral / active EE | $7,756 | $4,358+78.0% | $5,602+38.5% | $4,237+83.1% |
| Admin fee / account holder | $166 | $755-77.9% | $10,323-98.4% | $593-71.9% |