Filed December 14, 2004
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,562 |
UNITED BENEFITS GROUP2 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $5,865 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $3,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,202 | $62,603-15.0% | $104,294-49.0% | $66,914-20.5% |
| Participation rate | 73.6% | 59.6%+14.0pp | 73.3%+0.4pp | 69.8%+3.8pp |
| Annual return | -16.16% | -14.70%-1.5pp | 24.61%-40.8pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,200 | $1,972+11.6% | $3,372-34.8% | $2,544-13.5% |
| Participant deferral / active EE | $2,743 | $2,853-3.8% | $4,625-40.7% | $4,237-35.3% |
| Admin fee / account holder | $224 | $656-65.8% | $7,339-96.9% | $593-62.2% |