Filed March 15, 2006
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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP2+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $35,991 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,600 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,616 | $46,173-66.2% | $170,442-90.8% | $69,631-77.6% |
| Participation rate | 55.7% | 63.9%-8.2pp | 83.6%-27.9pp | 70.7%-15.0pp |
| Annual return | 13.69% | 21.62%-7.9pp | 205.93%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,327 | $1,610-17.6% | $5,433-75.6% | $2,032-34.7% |
| Participant deferral / active EE | $2,110 | $2,080+1.4% | $4,939-57.3% | $3,224-34.5% |
| Admin fee / account holder | $15 | $116-87.1% | $13,880-99.9% | $110-86.5% |