Filed September 1, 2020
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 |
|---|---|---|
Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $150,181 |
LINSCO/PRIVATE LEDGER CORP3 years Filed as: LINSCO/PRIVATE LEDGER CORP. Service code 55 | Other Commissions | $99,693 |
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $33,904 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,693 |
LINSCO/PRIVATE LEDGER CORP3 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,272 | $82,202+23.2% | $125,339-19.2% | $64,808+56.3% |
| Participation rate | 86.7% | 77.9%+8.8pp | 82.4%+4.3pp | 71.5%+15.2pp |
| Annual return | -4.44% | 3.48%-7.9pp | 572.05%-576.5pp | 32.82%-37.3pp |
| Employer contribution / active EE | $3,957 | $3,615+9.5% | $4,814-17.8% | $2,506+57.9% |
| Participant deferral / active EE | $6,795 | $7,175-5.3% | $7,446-8.7% | $4,310+57.6% |
| Admin fee / account holder | $297 | $163+82.0% | $10,010-97.0% | $188+58.2% |