Filed August 28, 1998
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $256,205 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $32,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,138 | $2,679,533-93.8% | $164,813+0.8% | $199,593-16.8% |
| Participation rate | 76.3% | 78.3%-2.0pp | 78.6%-2.3pp | 72.0%+4.3pp |
| Annual return | 18.93% | 17.93%+1.0pp | 69.93%-51.0pp | 34.25%-15.3pp |
| Employer contribution / active EE | $4,548 | $2,970+53.1% | $4,341+4.8% | $3,034+49.9% |
| Participant deferral / active EE | $8,126 | $5,010+62.2% | $6,031+34.7% | $5,087+59.8% |
| Admin fee / account holder | $221 | $1,982-88.8% | $12,690-98.3% | $269-17.6% |