Filed July 6, 2001
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 CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,712 |
LFA LIMITED LIABILITY CO4 years Filed as: LFA LIMITED LIABILITY CO 35-2111013 Service code 55 | Other Commissions | $40,797 |
LFA LIMITED LIABILITY CO6 years Service code 55 · EIN 35-2111013 1300 S CLINTON ST · FORT WAYNE, IN 468023506 | Other Commissions | $0 |
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 | $152,789 | $82,978+84.1% | $129,995+17.5% | $71,457+113.8% |
| Participation rate | 74.4% | 74.1%+0.3pp | 78.5%-4.1pp | 67.9%+6.4pp |
| Annual return | 15.98% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.9pp |
| Employer contribution / active EE | $5,942 | $2,622+126.6% | $4,320+37.6% | $2,588+129.6% |
| Participant deferral / active EE | $4,921 | $4,432+11.0% | $5,820-15.4% | $4,289+14.7% |
| Admin fee / account holder | $886 | $1,729-48.7% | $10,614-91.7% | $1,587-44.2% |