Filed December 22, 1992
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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $135,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $110,753 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,847 | $86,655+285.3% | $119,609+179.1% | $66,914+398.9% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | -17.05% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $19,708 | $2,536+677.2% | $4,232+365.7% | $2,544+674.6% |
| Participant deferral / active EE | $9,614 | $4,358+120.6% | $5,602+71.6% | $4,237+126.9% |
| Admin fee / account holder | $832 | $755+10.3% | $10,323-91.9% | $593+40.3% |