Filed January 9, 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 |
|---|---|---|
BENEFIT SOLUTIONS INC1 year Filed as: BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $3,778 |
Filed as: EMPOWER ADVISORY GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $592 |
Filed as: EMPOWER ANNUITY INS CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $278 |
BENEFIT SOLUTIONS INC6 years Service code 13 · EIN 51-0439960 1400 SIXTH AVENUE · HUNTINGTON, WV 25701 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,772 | $130,194-24.9% | $169,993-42.5% | $71,457+36.8% |
| Participation rate | 79.2% | 86.1%-6.9pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 14.13% | 20.37%-6.2pp | 53.37%-39.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $3,106 | $4,381-29.1% | $6,785-54.2% | $2,588+20.0% |
| Participant deferral / active EE | $4,319 | $6,923-37.6% | $10,408-58.5% | $4,289+0.7% |
| Admin fee / account holder | -$50 | $966-105.2% | $12,815-100.4% | $1,587-103.2% |