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 Service code 15 · EIN 84-0467907 | Recordkeeping | $83,428 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,399 |
LPL FINANCIAL9+ years Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $14,609 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,618 | $69,823-16.0% | $77,163-24.0% | $74,419-21.2% |
| Participation rate | 93.3% | 70.0%+23.3pp | 69.6%+23.8pp | 70.7%+22.6pp |
| Annual return | 12.85% | 19.98%-7.1pp | 37.87%-25.0pp | 34.38%-21.5pp |
| Employer contribution / active EE | $1,139 | $2,150-47.0% | $2,535-55.1% | $2,637-56.8% |
| Participant deferral / active EE | $3,444 | $3,558-3.2% | $3,833-10.1% | $4,528-23.9% |
| Admin fee / account holder | $190 | $398-52.3% | $5,472-96.5% | $348-45.5% |