Filed August 31, 2016
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,308 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $67,543 |
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 | $217,015 | $84,784+156.0% | $98,439+120.5% | $74,419+191.6% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.2pp | 70.7%+27.7pp |
| Annual return | 19.50% | 20.59%-1.1pp | 21.16%-1.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $9,277 | $3,364+175.8% | $3,048+204.4% | $2,637+251.8% |
| Participant deferral / active EE | $8,443 | $5,218+61.8% | $4,738+78.2% | $4,528+86.5% |
| Admin fee / account holder | $336 | $204+64.5% | $8,948-96.2% | $348-3.3% |