Filed October 27, 2014
Total covered: 120 employees
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $240,410 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,724 |
Filed as: ENNIS PELLUM & ASSOCIATES PA Service code 10 5150 BELFORT RD BLDG 600 · JACKSONVILLE, FL 32256 | Accounting | $29,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,570 | $81,908+113.1% | $90,749+92.4% | $64,808+169.4% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -7.66% | -12.53%+4.9pp | -12.16%+4.5pp | 32.82%-40.5pp |
| Employer contribution / active EE | $11,265 | $3,065+267.5% | $2,921+285.7% | $2,506+349.5% |
| Participant deferral / active EE | $4,938 | $4,840+2.0% | $4,564+8.2% | $4,310+14.6% |
| Admin fee / account holder | $449 | $157+186.0% | $8,445-94.7% | $188+139.3% |