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 ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $176,258 |
LINSCO/PRIVATE LEDGER CORP5 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92150 | Other Commissions | $116,068 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,693 |
WATKINS ROSS2 years Filed as: WATKINS, ROSS & CO Service code 13 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Contract Administrator | $19,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,484 |
Service code 10 3328 WASHINGTON ROAD · MCMURRAY, PA 15317 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,584 | $106,028+15.6% | $146,958-16.6% | $77,643+57.9% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 15.49% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,288 | $4,063-19.1% | $4,933-33.3% | $2,726+20.6% |
| Participant deferral / active EE | $7,358 | $7,990-7.9% | $8,070-8.8% | $4,647+58.3% |
| Admin fee / account holder | $375 | $337+11.2% | $12,998-97.1% | $430-12.8% |