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 | $61,304 |
LFA LIMITED LIABILITY CO5 years Filed as: LFA LIMITED LIABILITY CO 35-2111013 Service code 55 | Other Commissions | $50,300 |
LFA LIMITED LIABILITY CO7 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 | $181,268 | $88,083+105.8% | $164,813+10.0% | $74,495+143.3% |
| Participation rate | 71.8% | 73.0%-1.2pp | 78.6%-6.8pp | 67.2%+4.6pp |
| Annual return | 16.35% | 17.26%-0.9pp | 69.93%-53.6pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $6,203 | $2,593+139.2% | $4,341+42.9% | $2,623+136.5% |
| Participant deferral / active EE | $5,622 | $4,498+25.0% | $6,031-6.8% | $4,346+29.4% |
| Admin fee / account holder | $590 | $2,234-73.6% | $12,690-95.3% | $1,942-69.6% |