Filed December 2, 2008 (most recent of 2 filings on file)
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,600 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,608 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 · EIN 23-2776666 | Contract Administrator | $9,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,886 |
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 | $83,297 | $102,553-18.8% | $151,611-45.1% | $66,914+24.5% |
| Participation rate | 84.0% | 85.5%-1.5pp | 87.5%-3.5pp | 69.8%+14.2pp |
| Annual return | -7.43% | -10.82%+3.4pp | 3.33%-10.8pp | 1.58%-9.0pp |
| Employer contribution / active EE | $2,127 | $4,180-49.1% | $6,166-65.5% | $2,544-16.4% |
| Participant deferral / active EE | $4,891 | $6,641-26.4% | $8,363-41.5% | $4,237+15.4% |
| Admin fee / account holder | $317 | $630-49.7% | $11,616-97.3% | $593-46.6% |