Filed September 11, 2012
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 15 · EIN 84-0467907 | Recordkeeping | $148,835 |
LPL FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $49,158 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,438 | $56,503-10.7% | $70,092-28.0% | $64,808-22.2% |
| Participation rate | 93.6% | 70.5%+23.2pp | 70.5%+23.2pp | 71.5%+22.2pp |
| Annual return | -11.73% | -13.44%+1.7pp | 190.73%-202.5pp | 32.82%-44.5pp |
| Employer contribution / active EE | $961 | $2,046-53.0% | $2,559-62.4% | $2,506-61.7% |
| Participant deferral / active EE | $2,776 | $3,389-18.1% | $3,849-27.9% | $4,310-35.6% |
| Admin fee / account holder | $194 | $160+20.8% | $6,267-96.9% | $188+3.1% |