Filed February 14, 2019
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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $179,552 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,250 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $32,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,316 | $89,282+235.2% | $94,646+216.2% | $74,419+302.2% |
| Participation rate | 97.8% | 82.4%+15.4pp | 80.8%+17.0pp | 70.7%+27.1pp |
| Annual return | 16.52% | 25.96%-9.4pp | 156.71%-140.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $5,873 | $3,022+94.3% | $3,672+59.9% | $2,637+122.7% |
| Participant deferral / active EE | $15,355 | $8,425+82.3% | $7,418+107.0% | $4,528+239.1% |
| Admin fee / account holder | $121 | $219-44.8% | $7,231-98.3% | $348-65.3% |