Filed May 16, 2006
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 7-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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,677 |
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 | $31,883 | $53,136-40.0% | $155,509-79.5% | $199,593-84.0% |
| Participation rate | 78.6% | 64.1%+14.5pp | 78.2%+0.4pp | 72.0%+6.6pp |
| Annual return | 12.67% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,179 | $1,851-36.3% | $4,672-74.8% | $3,034-61.1% |
| Participant deferral / active EE | $1,903 | $3,161-39.8% | $5,626-66.2% | $5,087-62.6% |
| Admin fee / account holder | $22 | $185-88.1% | $15,912-99.9% | $269-91.8% |