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 | $51,210 |
Filed as: ENNIS PELLUM & ASSOCIATES PA Service code 10 5150 BELFORT RD BLDG 600 · JACKSONVILLE, FL 32256 | Accounting | $14,024 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,261 |
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 | $69,878 | $72,607-3.8% | $90,749-23.0% | $66,914+4.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -8.95% | -12.28%+3.3pp | -12.16%+3.2pp | 1.58%-10.5pp |
| Employer contribution / active EE | $2,803 | $2,369+18.3% | $2,921-4.0% | $2,544+10.2% |
| Participant deferral / active EE | $4,966 | $3,977+24.9% | $4,564+8.8% | $4,237+17.2% |
| Admin fee / account holder | $234 | $707-67.0% | $8,445-97.2% | $593-60.6% |