Filed November 16, 2005
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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,477 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,187 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 ATTN COMMISSIONS DEPT. · SAN DIEGO, CA 921503091 | Advisory (Plan) | $14,331 |
SECURITIES AMERICA INC1 year Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $10,030 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,253 | $39,898+38.5% | $121,196-54.4% | $55,725-0.8% |
| Participation rate | 1.5% | 61.2%-59.8pp | 71.7%-70.3pp | 70.9%-69.4pp |
| Annual return | -5.03% | -0.96%-4.1pp | 16.93%-22.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,337 | $1,295+3.2% | $4,022-66.8% | $2,078-35.7% |
| Participant deferral / active EE | $1,988 | $2,439-18.5% | $3,344-40.6% | $3,356-40.8% |
| Admin fee / account holder | $508 | $95+433.8% | $5,019-89.9% | $115+340.7% |