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 FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 84-0467907 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $70,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
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 | $191,744 | $79,171+142.2% | $102,423+87.2% | $74,495+157.4% |
| Participation rate | 59.2% | 74.8%-15.6pp | 76.5%-17.3pp | 67.2%-8.0pp |
| Annual return | 14.14% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,537 | $2,362+7.4% | $3,023-16.1% | $2,623-3.3% |
| Participant deferral / active EE | $4,709 | $4,415+6.7% | $5,053-6.8% | $4,346+8.4% |
| Admin fee / account holder | $43 | $2,001-97.8% | $9,451-99.5% | $1,942-97.8% |