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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,890 |
Filed as: ENNIS PELLUM & ASSOCIATES PA Service code 10 5150 BELFORT RD BLDG 600 · JACKSONVILLE, FL 32256 | Accounting | $28,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,547 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,088 | $81,908-5.9% | $90,749-15.1% | $64,808+18.9% |
| Participation rate | 98.5% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -9.99% | -12.53%+2.5pp | -12.16%+2.2pp | 32.82%-42.8pp |
| Employer contribution / active EE | $2,110 | $3,065-31.2% | $2,921-27.8% | $2,506-15.8% |
| Participant deferral / active EE | $4,340 | $4,840-10.3% | $4,564-4.9% | $4,310+0.7% |
| Admin fee / account holder | $248 | $157+57.6% | $8,445-97.1% | $188+31.9% |