Filed October 5, 2001
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 CO Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,552 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,715 |
Filed as: TRINITY PENSION GROUP LLC Service code 13 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $6,417 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,333 |
GATE CITY ADMINISTRATION LLC7 years Service code 13 5603D W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $2,836 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $385 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,769 | $50,815-72.9% | $155,509-91.1% | $77,643-82.3% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.4pp | 70.6%+24.0pp |
| Annual return | 15.22% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $829 | $1,993-58.4% | $4,672-82.3% | $2,726-69.6% |
| Participant deferral / active EE | $1,575 | $2,822-44.2% | $5,626-72.0% | $4,647-66.1% |
| Admin fee / account holder | $86 | $437-80.3% | $15,912-99.5% | $430-80.0% |