Filed December 24, 2004
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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $29,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,435 |
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 | $54,129 | $76,050-28.8% | $96,544-43.9% | $71,457-24.3% |
| Participation rate | 97.0% | 74.4%+22.6pp | 76.0%+21.0pp | 67.9%+29.0pp |
| Annual return | 17.31% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,430 | $2,244-36.3% | $2,965-51.8% | $2,588-44.7% |
| Participant deferral / active EE | $4,315 | $4,215+2.4% | $4,851-11.1% | $4,289+0.6% |
| Admin fee / account holder | $221 | $2,707-91.8% | $8,252-97.3% | $1,587-86.1% |