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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174,687 |
LINSCO/PRIVATE LEDGER CORP4 years Filed as: LINSCO/PRIVATE LEDGER CORP. Service code 55 | Other Commissions | $100,200 |
LPL FINANCIAL4 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $35,582 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO. Service code 13 200 OTTAWA AVE NW · GRAND RAPIDS, MI 495032426 | Contract Administrator | $18,766 |
WATKINS ROSS1 year Filed as: WATKINS, ROSS & CO Service code 99 200 OTTAWA AVE NW · GRAND RAPIDS, MI 495032426 | Other Fees | $292 |
LINSCO/PRIVATE LEDGER CORP4 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,202 | $95,274+11.5% | $135,903-21.9% | $74,419+42.7% |
| Participation rate | 93.1% | 78.2%+14.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 22.71% | 32.77%-10.1pp | 68.23%-45.5pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,117 | $3,874-19.5% | $4,856-35.8% | $2,637+18.2% |
| Participant deferral / active EE | $6,831 | $7,782-12.2% | $7,758-11.9% | $4,528+50.9% |
| Admin fee / account holder | $349 | $266+31.2% | $10,762-96.8% | $348+0.4% |