Filed April 25, 2012
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $12,325 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $5,985 |
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 | $44,696 | $50,815-12.0% | $155,509-71.3% | $77,643-42.4% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.8pp | 70.6%+20.4pp |
| Annual return | 14.17% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,905 | $1,993-4.4% | $4,672-59.2% | $2,726-30.1% |
| Participant deferral / active EE | $4,347 | $2,822+54.0% | $5,626-22.7% | $4,647-6.5% |
| Admin fee / account holder | $42 | $437-90.4% | $15,912-99.7% | $430-90.2% |