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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,358 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,475 | $130,194-21.3% | $169,993-39.7% | $71,457+43.4% |
| Participation rate | 83.6% | 86.1%-2.6pp | 87.0%-3.4pp | 67.9%+15.6pp |
| Annual return | 19.89% | 20.37%-0.5pp | 53.37%-33.5pp | 28.85%-9.0pp |
| Employer contribution / active EE | $3,634 | $4,381-17.1% | $6,785-46.4% | $2,588+40.4% |
| Participant deferral / active EE | $5,700 | $6,923-17.7% | $10,408-45.2% | $4,289+32.9% |
| Admin fee / account holder | $256 | $966-73.5% | $12,815-98.0% | $1,587-83.9% |