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 7-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 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,494 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (PA), INC. Service code 13 2600 KELLY RD · WARRINGTON, PA 18976 | Contract Administrator | $2,202 |
Service code 27 74 W BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Plan) | $491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,631 | $47,126+5.3% | $149,673-66.8% | $74,419-33.3% |
| Participation rate | 19.8% | 63.4%-43.6pp | 78.8%-59.0pp | 70.7%-51.0pp |
| Annual return | 23.77% | 22.75%+1.0pp | 134.42%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $269 | $1,905-85.9% | $4,818-94.4% | $2,637-89.8% |
| Participant deferral / active EE | $1,053 | $2,728-61.4% | $5,680-81.5% | $4,528-76.8% |
| Admin fee / account holder | $140 | $343-59.3% | $13,210-98.9% | $348-59.9% |