Filed June 14, 2006
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: INTERPACE DIAGNOSTICS GROUP INC. Service code 10 | Accounting | $56,250 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Float revenue; Recordkeeping fees | $4,843 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,358 |
Service code 10 · EIN 22-2919486 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $500,584 | $81,900+511.2% | $119,609+318.5% | $68,494+630.8% |
| Participation rate | 45.6% | 71.9%-26.3pp | 79.3%-33.7pp | 67.9%-22.3pp |
| Annual return | -18.14% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,701 | $2,693+37.4% | $4,232-12.5% | $2,596+42.6% |
| Participant deferral / active EE | $9,677 | $4,148+133.3% | $5,602+72.7% | $4,027+140.3% |
| Admin fee / account holder | -$413 | $6,582-106.3% | $10,323-104.0% | $5,403-107.7% |