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 INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $35,572 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,667 |
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 | $62,722 | $79,171-20.8% | $102,423-38.8% | $74,495-15.8% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 13.38% | 54.93%-41.6pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,749 | $2,362-25.9% | $3,023-42.1% | $2,623-33.3% |
| Participant deferral / active EE | $5,141 | $4,415+16.4% | $5,053+1.7% | $4,346+18.3% |
| Admin fee / account holder | $299 | $2,001-85.0% | $9,451-96.8% | $1,942-84.6% |