Filed June 20, 1995
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: LION STREET FINANCIAL LLC Service code 55 300 COLORADO ST STE 2600 · AUSTIN, TX 78701 | Other Commissions | $15,520 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,653 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,114 |
WIDMER ROEL PC10+ years Service code 10 4334 18TH AVE S. STE 101 · FARGO, ND 58103 | Accounting | $12,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,729 | $79,171-53.6% | $102,423-64.1% | $74,495-50.7% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 11.48% | 54.93%-43.5pp | 29.32%-17.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,030 | $2,362-56.4% | $3,023-65.9% | $2,623-60.7% |
| Participant deferral / active EE | $2,671 | $4,415-39.5% | $5,053-47.1% | $4,346-38.5% |
| Admin fee / account holder | $195 | $2,001-90.2% | $9,451-97.9% | $1,942-90.0% |