Filed February 11, 2011
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,846 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $36,589 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,130 | $75,923-41.9% | $102,423-56.9% | - |
| Participation rate | 87.6% | 71.4%+16.2pp | 76.5%+11.1pp | - |
| Annual return | 11.46% | 15.12%-3.7pp | 29.32%-17.9pp | - |
| Employer contribution / active EE | $833 | $2,206-62.3% | $3,023-72.5% | - |
| Participant deferral / active EE | $3,668 | $4,258-13.9% | $5,053-27.4% | - |
| Admin fee / account holder | $319 | $11,449-97.2% | $9,451-96.6% | - |