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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $52,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,291 |
MOSS ADAMS LLP7 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $19,950 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,406 | $91,372+19.7% | $129,995-15.8% | $74,419+47.0% |
| Participation rate | 97.0% | 77.8%+19.2pp | 78.5%+18.5pp | 70.7%+26.3pp |
| Annual return | 17.22% | 23.21%-6.0pp | -137.18%+154.4pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,623 | $2,563+2.3% | $4,320-39.3% | $2,637-0.6% |
| Participant deferral / active EE | $8,633 | $4,721+82.9% | $5,820+48.3% | $4,528+90.6% |
| Admin fee / account holder | $135 | $283-52.3% | $10,614-98.7% | $348-61.2% |