Filed November 9, 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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,625 |
Filed as: COMMONWEALTH EQUITY Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $11,793 |
RBC WEALTH MANAGEMENT11+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 55 · EIN 41-1416330 | Other Commissions | $10,788 |
FLAHERTY SALMIN, LLP11+ years Filed as: FLAHERTY SALMIN LLP Service code 10 · EIN 16-1451346 | Accounting | $9,650 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,226 |
BPAS2 years Filed as: BPAS, LLC Service code 13 | Contract Administrator | $5,000 |
BPAS2 years Filed as: BPAS LLC Service code 13 6 RHOADS DR STE 7 · UTICA, NY 13502 | Contract Administrator | $1,773 |
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 | $97,046 | $87,870+10.4% | $113,168-14.2% | $74,304+30.6% |
| Participation rate | 96.1% | 70.7%+25.3pp | 76.6%+19.5pp | 60.3%+35.7pp |
| Annual return | 14.68% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,646 | $4,241+9.6% | $5,107-9.0% | $3,767+23.3% |
| Admin fee / account holder | $383 | $3,368-88.6% | $12,068-96.8% | $2,969-87.1% |