Filed November 17, 2008
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 |
|---|---|---|
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,823 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,489 | $216,711-78.1% | $136,749-65.3% | $85,563-44.5% |
| Participation rate | 28.6% | 51.7%-23.1pp | 72.1%-43.5pp | 66.0%-37.3pp |
| Annual return | 17.28% | 15.26%+2.0pp | 24.33%-7.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $1,660-100.0% | $3,400-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,248 | $2,635-52.6% | $4,692-73.4% | $4,375-71.5% |
| Admin fee / account holder | $74 | $1,223-94.0% | $11,386-99.4% | $834-91.1% |