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 | $38,703 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,973 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 · EIN 23-2776666 | Contract Administrator | $10,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,893 | $122,239-19.9% | $184,203-46.9% | $74,495+31.4% |
| Participation rate | 89.2% | 85.5%+3.8pp | 86.8%+2.4pp | 67.2%+22.0pp |
| Annual return | 11.01% | 19.95%-8.9pp | 28.81%-17.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,502 | $4,537-44.8% | $6,427-61.1% | $2,623-4.6% |
| Participant deferral / active EE | $5,459 | $7,139-23.5% | $9,131-40.2% | $4,346+25.6% |
| Admin fee / account holder | $323 | $1,260-74.4% | $13,901-97.7% | $1,942-83.4% |