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 | $14,445 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $8,818 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,945 | $62,327+20.2% | $120,354-37.7% | $74,495+0.6% |
| Participation rate | 69.3% | 56.8%+12.6pp | 71.9%-2.6pp | 67.2%+2.1pp |
| Annual return | 18.24% | 18.61%-0.4pp | 107.15%-88.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,032 | $1,843+10.2% | $3,463-41.3% | $2,623-22.5% |
| Participant deferral / active EE | $2,588 | $2,893-10.5% | $4,991-48.1% | $4,346-40.4% |
| Admin fee / account holder | $221 | $2,396-90.8% | $9,423-97.7% | $1,942-88.6% |