Filed January 6, 2006 (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 |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $61,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,349 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,150 |
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 | $165,701 | $65,435+153.2% | $86,677+91.2% | $66,914+147.6% |
| Participation rate | 65.9% | 75.5%-9.5pp | 76.6%-10.7pp | 69.8%-3.9pp |
| Annual return | -17.19% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,526 | $2,153+17.3% | $2,836-10.9% | $2,544-0.7% |
| Participant deferral / active EE | $4,617 | $4,100+12.6% | $4,656-0.8% | $4,237+9.0% |
| Admin fee / account holder | $37 | $642-94.3% | $7,493-99.5% | $593-93.8% |