Filed November 9, 2005
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: CWM LLC Service code 27 14600 BRANCH STREET · OMAHA, NE 68154 | Advisory (Plan) | $39,117 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $15,202 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,720 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $12,896 |
CORE CPAS PC1 year Service code 10 747 N BURLINGTON AVE STE 401 · HASTINGS, NE 68901 | Accounting | $8,628 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,101 | $89,436+1.9% | $164,813-44.7% | $77,643+17.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 78.6%+17.1pp | 70.6%+25.1pp |
| Annual return | 24.80% | 28.83%-4.0pp | 69.93%-45.1pp | 31.24%-6.4pp |
| Employer contribution / active EE | $1,776 | $2,569-30.9% | $4,341-59.1% | $2,726-34.9% |
| Participant deferral / active EE | $4,810 | $4,897-1.8% | $6,031-20.2% | $4,647+3.5% |
| Admin fee / account holder | $210 | $339-38.2% | $12,690-98.3% | $430-51.3% |