Filed April 11, 2014
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: UNITED PLANNERS FINANCIAL Service code 55 | Other Commissions | $13,351 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,666 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $1,426 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,469 | $50,898+14.9% | $171,082-65.8% | $55,167+6.0% |
| Participation rate | 66.7% | 63.3%+3.4pp | 76.7%-10.0pp | 69.0%-2.3pp |
| Annual return | 20.06% | 15.34%+4.7pp | 32.56%-12.5pp | 169.23%-149.2pp |
| Employer contribution / active EE | $2,009 | $1,433+40.2% | $4,002-49.8% | $1,963+2.4% |
| Participant deferral / active EE | $6,193 | $2,994+106.8% | $4,797+29.1% | $3,054+102.8% |
| Admin fee / account holder | $71 | $500-85.8% | $8,520-99.2% | $504-85.9% |