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 FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 84-0467907 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $66,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,235 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,125 |
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 | $191,841 | $87,870+118.3% | $113,168+69.5% | $74,304+158.2% |
| Participation rate | 53.5% | 70.7%-17.2pp | 76.6%-23.0pp | 60.3%-6.8pp |
| Annual return | 13.58% | 26.44%-12.9pp | 24.27%-10.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,338 | $2,277+2.7% | $2,975-21.4% | $2,241+4.3% |
| Participant deferral / active EE | $4,267 | $4,241+0.6% | $5,107-16.4% | $3,767+13.3% |
| Admin fee / account holder | $50 | $3,368-98.5% | $12,068-99.6% | $2,969-98.3% |