Filed March 26, 2007
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 37 · EIN 04-2647786 | Loan Processing | $207,661 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $95,000 |
UKG INC1 year Filed as: UKG INC. Service code 49 · EIN 65-0694077 | Other Services | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,723 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $45 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,818 | $70,048-71.7% | $112,228-82.3% | $78,044-74.6% |
| Participation rate | 81.7% | 84.1%-2.5pp | 75.1%+6.6pp | 74.4%+7.2pp |
| Annual return | -14.44% | -10.85%-3.6pp | 27.45%-41.9pp | 10.87%-25.3pp |
| Employer contribution / active EE | $327 | $4,000-91.8% | $3,635-91.0% | $3,125-89.5% |
| Participant deferral / active EE | $3,944 | $3,679+7.2% | $4,728-16.6% | $5,084-22.4% |
| Admin fee / account holder | $45 | $127-64.4% | $6,410-99.3% | $79-42.8% |