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 | $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% |