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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $64,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,285 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,025 |
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 | $190,937 | $76,050+151.1% | $96,544+97.8% | $71,457+167.2% |
| Participation rate | 60.4% | 74.4%-14.0pp | 76.0%-15.5pp | 67.9%-7.5pp |
| Annual return | 19.57% | 22.81%-3.2pp | 25.84%-6.3pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,370 | $2,244+5.6% | $2,965-20.1% | $2,588-8.4% |
| Participant deferral / active EE | $4,576 | $4,215+8.5% | $4,851-5.7% | $4,289+6.7% |
| Admin fee / account holder | $35 | $2,707-98.7% | $8,252-99.6% | $1,587-97.8% |