Filed October 4, 2006
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,767 |
UNITED BENEFITS GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,013 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,693 | $62,603-55.8% | $104,294-73.4% | $66,914-58.6% |
| Participation rate | 72.0% | 59.6%+12.4pp | 73.3%-1.3pp | 69.8%+2.2pp |
| Annual return | -14.54% | -14.70%+0.2pp | 24.61%-39.1pp | 1.58%-16.1pp |
| Employer contribution / active EE | $495 | $1,972-74.9% | $3,372-85.3% | $2,544-80.6% |
| Participant deferral / active EE | $2,568 | $2,853-10.0% | $4,625-44.5% | $4,237-39.4% |
| Admin fee / account holder | $120 | $656-81.8% | $7,339-98.4% | $593-79.8% |