Filed December 12, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,389 |
Service code 27 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,537 |
Filed as: BENEFIT PLANS INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $6,668 |
MMLIS2 years Service code 55 1295 STATE ST. · SPRINGFIELD, MA 01111 | Other Commissions | $2,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,858 | $88,087-17.3% | $164,866-55.8% | $74,546-2.3% |
| Participation rate | 87.3% | 73.1%+14.2pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 14.42% | 17.27%-2.9pp | 69.97%-55.6pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,380 | $2,595-46.8% | $4,343-68.2% | $2,624-47.4% |
| Participant deferral / active EE | $4,470 | $4,499-0.6% | $6,033-25.9% | $4,347+2.8% |
| Admin fee / account holder | $410 | $2,232-81.6% | $12,689-96.8% | $1,944-78.9% |