Filed October 3, 1996
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 |
|---|---|---|
Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $22,848 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,504 |
LPL FINANCIAL3 years Service code 27 · EIN 95-2834236 POB 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,533 |
Filed as: BIA CONSULTING LLC Service code 13 ONE BAUSCH AND LOMB PL STE 900 · ROCHESTER, NY 14604 | Contract Administrator | $93 |
HARTMAN CONSULTING LLC2 years Filed as: HARTMAN CONSULTING, LLC Service code 13 441 PENBROOKE DR STE 4 · PENFIELD, NY 14526 | Contract Administrator | $70 |
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 | $91,503 | $78,485+16.6% | $106,213-13.8% | $74,495+22.8% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 11.55% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,487 | $2,523-41.1% | $3,171-53.1% | $2,623-43.3% |
| Participant deferral / active EE | $3,288 | $4,322-23.9% | $5,016-34.4% | $4,346-24.3% |
| Admin fee / account holder | $373 | $2,232-83.3% | $11,033-96.6% | $1,942-80.8% |