Filed July 12, 2006
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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194,184 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $117,254 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $51,841 |
CALLISTER NEBEKER & MCCULLOUGH2+ years Service code 29 PO BOX 959 · SALT LAKE CITY, UT 84110 | Legal | $15,514 |
REAGAN COMPANIES ASSET MGMT.2+ years Filed as: REAGAN CONSULTING, INC. Service code 16 1 PIEDMONT CENTER STE 500 · ATLANTA, GA 30305 | Consulting | $13,000 |
HINTON BURDICK, PLLC2+ years Service code 10 63 SOUTH 300 EAST SUITE 100 · ST GEORGE, UT 84770 | Accounting | $11,250 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,606 | $80,354-38.3% | $133,980-63.0% | $63,975-22.5% |
| Participation rate | 95.3% | 87.5%+7.8pp | 87.1%+8.3pp | 71.1%+24.2pp |
| Annual return | 10.75% | 13.11%-2.4pp | 29.30%-18.6pp | 48.65%-37.9pp |
| Employer contribution / active EE | $1,387 | $3,503-60.4% | $5,211-73.4% | $2,182-36.4% |
| Participant deferral / active EE | $3,727 | $5,239-28.9% | $6,282-40.7% | $3,356+11.0% |
| Admin fee / account holder | $136 | $69+96.6% | $9,324-98.5% | $70+93.4% |