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 |
|---|---|---|
Filed as: ONEAMERICA SECURITIES INC Service code 55 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Other Commissions | $25,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,855 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $101,308 | $64,612+56.8% | $86,436+17.2% | $64,808+56.3% |
| Participation rate | 61.9% | 81.5%-19.6pp | 80.3%-18.4pp | 71.5%-9.6pp |
| Annual return | -13.77% | 0.66%-14.4pp | 4394.89%-4408.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $760 | $2,744-72.3% | $3,769-79.8% | $2,506-69.7% |
| Participant deferral / active EE | $3,970 | $7,497-47.0% | $6,952-42.9% | $4,310-7.9% |
| Admin fee / account holder | $88 | $169-47.8% | $6,731-98.7% | $188-53.0% |