Filed January 30, 1998
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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $35,333 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,432 |
GRANT THORNTON LLP2+ years Service code 99 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $21,533 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,192 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,667 |
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 | $54,663 | $61,125-10.6% | $108,579-49.7% | $63,975-14.6% |
| Participation rate | 91.9% | 80.5%+11.4pp | 79.6%+12.4pp | 71.1%+20.8pp |
| Annual return | 8.99% | 14.06%-5.1pp | -51.70%+60.7pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,393 | $2,237-37.7% | $3,758-62.9% | $2,182-36.1% |
| Participant deferral / active EE | $3,282 | $3,574-8.2% | $4,311-23.9% | $3,356-2.2% |
| Admin fee / account holder | $115 | $72+60.4% | $7,645-98.5% | $70+63.8% |