Filed May 14, 2008
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 FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $140,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,519 |
Filed as: PRIME PENSIONS INC Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $65,748 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $42,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,537 | $91,372+68.0% | $129,995+18.1% | $74,419+106.3% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.2pp |
| Annual return | 15.98% | 23.21%-7.2pp | -137.18%+153.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,233 | $2,563+65.1% | $4,320-2.0% | $2,637+60.5% |
| Participant deferral / active EE | $11,357 | $4,721+140.6% | $5,820+95.1% | $4,528+150.8% |
| Admin fee / account holder | $523 | $283+84.6% | $10,614-95.1% | $348+50.4% |