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) | $32,642 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,568 |
ELO PROF LLC10+ years Service code 10 1820 N SANBORN BLVD PO BOX 249 · MITCHELL, SD 57301 | Accounting | $11,257 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,914 | $88,083+94.0% | $164,813+3.7% | $74,495+129.4% |
| Participation rate | 97.4% | 73.0%+24.3pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 11.19% | 17.26%-6.1pp | 69.93%-58.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $4,299 | $2,593+65.8% | $4,341-1.0% | $2,623+63.9% |
| Participant deferral / active EE | $8,932 | $4,498+98.6% | $6,031+48.1% | $4,346+105.5% |
| Admin fee / account holder | $355 | $2,234-84.1% | $12,690-97.2% | $1,942-81.7% |