Filed September 8, 2006
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 FINANCIAL2 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,947 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTURE PLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $9,380 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $8,966 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,141 |
Filed as: BANCWEST INVESTMENT SERVICES Service code 27 · EIN 13-3618472 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,219 | $78,485+7.3% | $106,213-20.7% | $74,495+13.1% |
| Participation rate | 84.6% | 72.8%+11.8pp | 75.3%+9.3pp | 67.2%+17.4pp |
| Annual return | 15.17% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,142 | $2,523-54.7% | $3,171-64.0% | $2,623-56.5% |
| Participant deferral / active EE | $3,717 | $4,322-14.0% | $5,016-25.9% | $4,346-14.5% |
| Admin fee / account holder | $305 | $2,232-86.3% | $11,033-97.2% | $1,942-84.3% |