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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,214 |
UNITED BENEFITS GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $7,717 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,961 | $57,651+10.9% | $112,229-43.0% | $71,457-10.5% |
| Participation rate | 70.9% | 58.9%+12.0pp | 72.4%-1.5pp | 67.9%+3.0pp |
| Annual return | 13.82% | 18.32%-4.5pp | 30.20%-16.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,057 | $1,913+7.5% | $3,430-40.0% | $2,588-20.5% |
| Participant deferral / active EE | $2,513 | $2,863-12.2% | $4,798-47.6% | $4,289-41.4% |
| Admin fee / account holder | $199 | $1,581-87.4% | $7,748-97.4% | $1,587-87.4% |