Filed November 5, 2009 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,987 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $48,125 |
MOSS ADAMS LLP6 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $18,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,638 |
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Fees | $4,375 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,728 | $71,142+37.4% | $119,609-18.3% | $64,808+50.8% |
| Participation rate | 97.0% | 78.6%+18.4pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -15.54% | -10.01%-5.5pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,330 | $2,497-6.7% | $4,232-44.9% | $2,506-7.0% |
| Participant deferral / active EE | $8,227 | $4,490+83.2% | $5,602+46.9% | $4,310+90.9% |
| Admin fee / account holder | $128 | $162-20.8% | $10,323-98.8% | $188-31.7% |