Filed July 12, 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 |
|---|---|---|
Filed as: EMPOWER ANN INS OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
THE ALLOCATION COMPANY1 year Service code 49 800 TOWN AND COUNTRY BLVD STE 500 · HOUSTON, TX 77024 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,584 | $129,021-25.9% | $184,203-48.1% | $77,643+23.1% |
| Participation rate | 81.8% | 87.3%-5.6pp | 86.8%-5.1pp | 70.6%+11.2pp |
| Annual return | 13.07% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,436 | $4,413-67.5% | $6,427-77.7% | $2,726-47.3% |
| Participant deferral / active EE | $4,248 | $7,297-41.8% | $9,131-53.5% | $4,647-8.6% |
| Admin fee / account holder | $307 | $254+20.8% | $13,901-97.8% | $430-28.8% |