Filed April 5, 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA SECURITIES INC Service code 55 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Other Commissions | $49,489 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,204 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,869 | $78,976+26.5% | $100,383-0.5% | $74,546+34.0% |
| Participation rate | 73.0% | 79.5%-6.4pp | 81.5%-8.5pp | 67.2%+5.8pp |
| Annual return | 13.78% | 20.62%-6.8pp | 49.26%-35.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $871 | $3,019-71.2% | $3,944-77.9% | $2,624-66.8% |
| Participant deferral / active EE | $5,191 | $7,758-33.1% | $8,086-35.8% | $4,347+19.4% |
| Admin fee / account holder | $38 | $1,330-97.1% | $7,900-99.5% | $1,944-98.0% |