Filed April 2, 2012 (most recent of 2 filings on file)
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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,413 |
FORVIS MAZARS, LLP1 year Service code 10 910 E ST LOUIS ST · SPRINGFIELD, MO 65807 | Accounting | $14,700 |
BANCFIRST9+ years Service code 27 PO BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $6,902 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 PO BOX 521093 · TULSA, OK 74152 | Contract Administrator | $3,678 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,350 | $77,899-55.9% | $149,673-77.0% | $75,163-54.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.39% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $247 | $5,956-95.9% | $13,210-98.1% | $5,651-95.6% |