Filed April 27, 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 |
|---|---|---|
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, CO 48302 | Other Fees | $36,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $35,160 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $188,457 | $91,372+106.3% | $129,995+45.0% | $74,419+153.2% |
| Participation rate | 94.2% | 77.8%+16.4pp | 78.5%+15.7pp | 70.7%+23.5pp |
| Annual return | 12.24% | 23.21%-11.0pp | -137.18%+149.4pp | 34.38%-22.1pp |
| Employer contribution / active EE | $10,701 | $2,563+317.4% | $4,320+147.7% | $2,637+305.7% |
| Participant deferral / active EE | $9,248 | $4,721+95.9% | $5,820+58.9% | $4,528+104.2% |
| Admin fee / account holder | $426 | $283+50.3% | $10,614-96.0% | $348+22.5% |