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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,679 |
UNITED BENEFITS GROUP5 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $9,797 |
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 | $87,277 | $68,914+26.6% | $136,749-36.2% | $74,304+17.5% |
| Participation rate | 63.8% | 51.3%+12.5pp | 72.1%-8.3pp | 60.3%+3.5pp |
| Annual return | 12.77% | 16.34%-3.6pp | 24.33%-11.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,029 | $1,561+30.0% | $3,400-40.3% | $2,241-9.5% |
| Participant deferral / active EE | $2,640 | $2,541+3.9% | $4,692-43.7% | $3,767-29.9% |
| Admin fee / account holder | $240 | $3,149-92.4% | $11,386-97.9% | $2,969-91.9% |