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 | $10,875 |
UNITED BENEFITS GROUP5 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,690 |
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 | $43,181 | $62,327-30.7% | $120,354-64.1% | $74,495-42.0% |
| Participation rate | 68.6% | 56.8%+11.8pp | 71.9%-3.3pp | 67.2%+1.4pp |
| Annual return | 13.05% | 18.61%-5.6pp | 107.15%-94.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $528 | $1,843-71.3% | $3,463-84.7% | $2,623-79.9% |
| Participant deferral / active EE | $2,920 | $2,893+0.9% | $4,991-41.5% | $4,346-32.8% |
| Admin fee / account holder | $140 | $2,396-94.1% | $9,423-98.5% | $1,942-92.8% |