Filed February 12, 1993
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: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,554 |
ARVEST ASSET MANAGEMENT6 years Service code 27 PO BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $18,857 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $14,230 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 27 800 N OSAGE AVE · BARTLESVILLE, OK 74029 | Advisory (Plan) | $5,517 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $123 |
RETIREMENT, LLC5 years Filed as: RETIREMENT, LLC - SERIES TWO Service code 99 13838 QUAIL POINTE DR SUITE B · OKLAHOMA CITY, OK 73134 | Other Fees | $60 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC. Service code 13 PO BOX 24628 · KNOXVILLE, TX 37933 | Contract Administrator | $0 |
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 | $41,783 | $79,171-47.2% | $102,423-59.2% | $74,495-43.9% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 9.97% | 54.93%-45.0pp | 29.32%-19.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,055 | $2,362-13.0% | $3,023-32.0% | $2,623-21.7% |
| Participant deferral / active EE | $3,295 | $4,415-25.4% | $5,053-34.8% | $4,346-24.2% |
| Admin fee / account holder | $301 | $2,001-84.9% | $9,451-96.8% | $1,942-84.5% |