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 |
|---|---|---|
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% |