Filed December 7, 1992 (most recent of 2 filings on file)
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 INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $50,501 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,891 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 99 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Other Fees | $4,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,455 | $82,917+130.9% | $103,333+85.3% | $77,643+146.6% |
| Participation rate | 98.9% | 71.6%+27.4pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 15.28% | 19.13%-3.8pp | 24.88%-9.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $15,467 | $3,552+335.5% | $3,868+299.9% | $2,726+467.4% |
| Participant deferral / active EE | $10,314 | $4,108+151.0% | $5,057+103.9% | $4,647+121.9% |
| Admin fee / account holder | $227 | $638-64.5% | $8,355-97.3% | $430-47.3% |