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 | $10,029 |
UNITED BENEFITS GROUP6 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $7,491 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,431 | $68,914-28.3% | $136,749-63.9% | $74,304-33.5% |
| Participation rate | 70.1% | 51.3%+18.8pp | 72.1%-2.0pp | 60.3%+9.8pp |
| Annual return | 21.03% | 16.34%+4.7pp | 24.33%-3.3pp | 29.43%-8.4pp |
| Employer contribution / active EE | $843 | $1,561-46.0% | $3,400-75.2% | $2,241-62.4% |
| Participant deferral / active EE | $3,130 | $2,541+23.2% | $4,692-33.3% | $3,767-16.9% |
| Admin fee / account holder | $130 | $3,149-95.9% | $11,386-98.9% | $2,969-95.6% |