Filed June 8, 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 |
|---|---|---|
SHAWNEE MILLING COMPANY1 year Service code 99 PO BOX 1567 · SHAWNEE, OK 74802 | Other Fees | $95,778 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,900 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,149 | $56,423-69.6% | $77,163-77.8% | $71,457-76.0% |
| Participation rate | 97.5% | 64.3%+33.2pp | 69.6%+27.9pp | 67.9%+29.6pp |
| Annual return | -0.27% | 19.05%-19.3pp | 37.87%-38.1pp | 28.85%-29.1pp |
| Employer contribution / active EE | $1,888 | $1,866+1.2% | $2,535-25.5% | $2,588-27.0% |
| Participant deferral / active EE | $2,366 | $3,142-24.7% | $3,833-38.3% | $4,289-44.8% |
| Admin fee / account holder | $351 | $1,429-75.5% | $5,472-93.6% | $1,587-77.9% |