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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,050 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $7,701 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,059 | $50,982-5.7% | $154,803-69.0% | $85,563-43.8% |
| Participation rate | 95.6% | 59.8%+35.8pp | 78.1%+17.5pp | 66.0%+29.6pp |
| Annual return | 10.92% | 30.35%-19.4pp | 58.88%-48.0pp | 31.51%-20.6pp |
| Employer contribution / active EE | $1,716 | $1,708+0.4% | $4,305-60.1% | $2,654-35.3% |
| Participant deferral / active EE | $4,258 | $2,474+72.1% | $5,540-23.1% | $4,375-2.7% |
| Admin fee / account holder | $55 | $846-93.5% | $14,329-99.6% | $834-93.5% |