Filed October 21, 1994
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 CO Service code 49 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $98,091 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES PA, INC. Service code 14 · EIN 13-4096969 | Plan Administrator | $21,742 |
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 16 · EIN 75-3204798 | Consulting | $7,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,051 | $52,346-31.1% | $143,757-74.9% | $78,044-53.8% |
| Participation rate | 34.5% | 72.7%-38.2pp | 80.3%-45.8pp | 74.4%-39.9pp |
| Annual return | -16.24% | -14.19%-2.0pp | -0.04%-16.2pp | 10.87%-27.1pp |
| Employer contribution / active EE | $307 | $2,131-85.6% | $4,951-93.8% | $3,125-90.2% |
| Participant deferral / active EE | $1,153 | $3,800-69.7% | $5,637-79.6% | $5,084-77.3% |
| Admin fee / account holder | $93 | $63+47.4% | $14,673-99.4% | $79+18.4% |