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 9-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 | $40,991 |
LJI WEALTH MANAGEMENT, LLC2 years Filed as: LJI WEALTH MANAGEMENT Service code 27 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $22,883 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS Service code 13 9465 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Contract Administrator | $11,321 |
ERISA SMART3 years Service code 99 2419 E HARBOR BLVD · VENTURA, CA 93001 | Other Fees | $8,135 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,588 | $50,815+19.2% | $155,509-61.0% | $77,643-22.0% |
| Participation rate | 67.4% | 63.1%+4.3pp | 78.2%-10.8pp | 70.6%-3.2pp |
| Annual return | 12.47% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $609 | $1,993-69.4% | $4,672-87.0% | $2,726-77.6% |
| Participant deferral / active EE | $3,487 | $2,822+23.6% | $5,626-38.0% | $4,647-25.0% |
| Admin fee / account holder | $195 | $437-55.4% | $15,912-98.8% | $430-54.7% |