Filed July 18, 2013 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $67,007 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,703 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $139 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,065 | $71,516+65.1% | $98,439+19.9% | $71,457+65.2% |
| Participation rate | 93.0% | 72.7%+20.3pp | 75.2%+17.9pp | 67.9%+25.1pp |
| Annual return | 13.96% | 32.41%-18.5pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $4,749 | $2,399+98.0% | $3,048+55.8% | $2,588+83.5% |
| Participant deferral / active EE | $7,826 | $4,109+90.5% | $4,738+65.2% | $4,289+82.5% |
| Admin fee / account holder | $549 | $1,675-67.2% | $8,948-93.9% | $1,587-65.4% |