Filed March 1, 2006 (most recent of 3 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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,398 |
Filed as: GREAT-WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,384 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: CITY NATIONAL ROCHDALE LLC Service code 26 · EIN 13-3360819 | Advisory (Participants) | $9,171 |
CHARLES SCHWAB & CO., INC.2+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $5,883 |
FLEXIBLE PLAN INVESTMENTS LTD2+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $5,633 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $1,683 |
LARSON FINANCIAL GROUP LLC2+ years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,228 | $46,732+352.0% | $156,549+34.9% | $55,167+282.9% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 231.20% | 17.72%+213.5pp | 32.23%+199.0pp | 169.23%+62.0pp |
| Employer contribution / active EE | $31,681 | $2,105+1404.9% | $5,501+475.9% | $1,963+1514.3% |
| Participant deferral / active EE | $18,445 | $2,204+736.8% | $4,871+278.7% | $3,054+503.9% |
| Admin fee / account holder | $421 | $418+0.7% | $13,027-96.8% | $504-16.4% |