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) | $48,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,578 |
ELO PROF LLC11+ years Service code 10 1820 N SANBORN BLVD PO BOX 249 · MITCHELL, SD 57301 | Accounting | $12,744 |
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 | $191,375 | $96,484+98.3% | $156,263+22.5% | $74,304+157.6% |
| Participation rate | 97.4% | 67.7%+29.8pp | 78.9%+18.5pp | 60.3%+37.1pp |
| Annual return | 16.32% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,495 | $2,528+77.8% | $4,333+3.7% | $2,241+100.6% |
| Participant deferral / active EE | $9,685 | $4,286+126.0% | $6,158+57.3% | $3,767+157.1% |
| Admin fee / account holder | $451 | $3,728-87.9% | $14,255-96.8% | $2,969-84.8% |