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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,386 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $9,333 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,643 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $840 |
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 | $28,454 | $30,147-5.6% | $58,482-51.3% | $80,160-64.5% |
| Participation rate | 17.5% | 34.4%-16.9pp | 50.9%-33.3pp | 72.9%-55.4pp |
| Annual return | 20.55% | 21.97%-1.4pp | 4239.32%-4218.8pp | 40.38%-19.8pp |
| Employer contribution / active EE | $409 | $528-22.4% | $1,053-61.1% | $2,978-86.3% |
| Participant deferral / active EE | $705 | $1,249-43.5% | $1,924-63.3% | $5,017-85.9% |
| Admin fee / account holder | $129 | $195-33.6% | $2,516-94.9% | $145-10.8% |