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 | $47,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,171 | $69,477+39.9% | $94,646+2.7% | $71,457+36.0% |
| Participation rate | 68.2% | 78.4%-10.2pp | 80.8%-12.6pp | 67.9%+0.3pp |
| Annual return | 14.30% | 29.66%-15.4pp | 156.71%-142.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $819 | $2,853-71.3% | $3,672-77.7% | $2,588-68.3% |
| Participant deferral / active EE | $4,354 | $7,345-40.7% | $7,418-41.3% | $4,289+1.5% |
| Admin fee / account holder | $133 | $1,210-89.0% | $7,231-98.2% | $1,587-91.6% |