Filed June 7, 2006 (most recent of 3 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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,148 |
LJI WEALTH MANAGEMENT, LLC3 years Filed as: LJI WEALTH MANAGEMENT Service code 27 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $24,113 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,882 |
ERISA SMART3 years Service code 99 2419 E HARBOR BLVD, STE 163 · VENTURA, CA 93001 | Other Fees | $8,611 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN PENSION ADVISORS, LTD Service code 13 9465 COUNSELORS ROW, STE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $3,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $488 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,978 | $50,815-48.9% | $155,509-83.3% | $77,643-66.5% |
| Participation rate | 87.4% | 63.1%+24.3pp | 78.2%+9.3pp | 70.6%+16.9pp |
| Annual return | 10.27% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,332 | $1,993-33.2% | $4,672-71.5% | $2,726-51.1% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $128 | $437-70.7% | $15,912-99.2% | $430-70.3% |