Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $72,421 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $30,000 |
Service code 99 231 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Other Fees | $7,500 |
VENABLE LLP1 year Service code 99 POST OFFICE BOX 62727 · BALTIMORE, MD 21264 | Other Fees | $5,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,547 | $113,016+297.8% | $103,476+334.4% | $74,495+503.5% |
| Participation rate | 97.1% | 80.8%+16.3pp | 80.5%+16.5pp | 67.2%+29.9pp |
| Annual return | 13.00% | 23.24%-10.2pp | 23.90%-10.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $17,174 | $4,881+251.8% | $4,672+267.6% | $2,623+554.8% |
| Participant deferral / active EE | $13,403 | $7,279+84.1% | $6,623+102.4% | $4,346+208.4% |
| Admin fee / account holder | $458 | $1,709-73.2% | $9,413-95.1% | $1,942-76.4% |