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 | $34,914 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 · EIN 23-2776666 | Contract Administrator | $11,168 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,722 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,520 | $130,194-32.8% | $169,993-48.5% | $71,457+22.5% |
| Participation rate | 86.0% | 86.1%-0.2pp | 87.0%-1.0pp | 67.9%+18.0pp |
| Annual return | 12.97% | 20.37%-7.4pp | 53.37%-40.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $2,219 | $4,381-49.4% | $6,785-67.3% | $2,588-14.3% |
| Participant deferral / active EE | $4,736 | $6,923-31.6% | $10,408-54.5% | $4,289+10.4% |
| Admin fee / account holder | $298 | $966-69.2% | $12,815-97.7% | $1,587-81.2% |