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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $57,246 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,662 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $15,726 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,240 |
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 | $98,603 | $108,549-9.2% | $156,263-36.9% | $85,563+15.2% |
| Participation rate | 94.0% | 77.1%+16.9pp | 78.9%+15.1pp | 66.0%+28.1pp |
| Annual return | 12.41% | 21.79%-9.4pp | 59.47%-47.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,878 | $2,690-30.2% | $4,333-56.7% | $2,654-29.2% |
| Participant deferral / active EE | $5,010 | $4,800+4.4% | $6,158-18.7% | $4,375+14.5% |
| Admin fee / account holder | $202 | $650-68.9% | $14,255-98.6% | $834-75.8% |