Filed June 17, 1
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 INC8+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $26,902 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,260 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,692 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,350 | $102,553-3.1% | $151,611-34.5% | $66,914+48.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -19.47% | -10.82%-8.7pp | 3.33%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $4,736 | $4,180+13.3% | $6,166-23.2% | $2,544+86.2% |
| Participant deferral / active EE | $7,024 | $6,641+5.8% | $8,363-16.0% | $4,237+65.8% |
| Admin fee / account holder | $337 | $630-46.5% | $11,616-97.1% | $593-43.2% |