Filed August 6, 2020 (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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,213 |
GROVE POINT INVESTMENTS LLC3 years Service code 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $51,004 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,676 |
ROLAND CRISS & WILLIAMS INC DBA1 year Service code 99 2221 E LAMAR BLVD STE 130 · ARLINGTON, TX 76006 | Other Fees | $19,370 |
CLIFTONLARSONALLEN LLP5 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $13,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,166 |
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 | $81,675 | $131,799-38.0% | $200,582-59.3% | $85,563-4.5% |
| Participation rate | 95.0% | 87.9%+7.1pp | 86.9%+8.2pp | 66.0%+29.1pp |
| Annual return | 18.16% | 21.59%-3.4pp | 42.33%-24.2pp | 31.51%-13.3pp |
| Employer contribution / active EE | $2,565 | $4,532-43.4% | $6,419-60.0% | $2,654-3.3% |
| Participant deferral / active EE | $6,033 | $7,702-21.7% | $9,331-35.3% | $4,375+37.9% |
| Admin fee / account holder | $374 | $235+59.1% | $16,305-97.7% | $834-55.2% |