Filed December 6, 2002
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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,340 |
WOODBURY FINANCIAL SERVICES8+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $17,831 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $5,833 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 | Contract Administrator | $5,197 |
WOODBURY FINANCIAL SERVICES8+ years Service code 55 5665 PLAZA DR. · CYPRESS, CA 90630 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,889 | $49,451+23.1% | $79,550-23.5% | $66,914-9.0% |
| Participation rate | 52.0% | 61.3%-9.3pp | 69.5%-17.5pp | 69.8%-17.8pp |
| Annual return | -13.84% | 84.25%-98.1pp | 0.16%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $705 | $1,266-44.3% | $2,413-70.8% | $2,544-72.3% |
| Participant deferral / active EE | $2,643 | $3,159-16.3% | $3,985-33.7% | $4,237-37.6% |
| Admin fee / account holder | $338 | $595-43.2% | $6,832-95.1% | $593-43.0% |