Filed September 12, 2007
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,030 |
LPL FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,996 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $1,250 |
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 | $17,522 | $26,906-34.9% | $61,373-71.4% | $77,904-77.5% |
| Participation rate | 20.0% | 33.4%-13.4pp | 52.6%-32.5pp | 73.7%-53.6pp |
| Annual return | -15.63% | -14.46%-1.2pp | 338.61%-354.2pp | 12.21%-27.8pp |
| Employer contribution / active EE | $546 | $521+4.9% | $1,159-52.9% | $2,848-80.8% |
| Participant deferral / active EE | $676 | $1,180-42.7% | $2,125-68.2% | $4,806-85.9% |
| Admin fee / account holder | $91 | $117-22.0% | $2,130-95.7% | $133-31.2% |