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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $26,625 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $17,634 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,773 |
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 | $36,880 | $50,127-26.4% | $149,673-75.4% | $80,160-54.0% |
| Participation rate | 91.8% | 64.3%+27.5pp | 78.8%+13.1pp | 72.9%+18.9pp |
| Annual return | 17.95% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.4pp |
| Employer contribution / active EE | $1,779 | $1,865-4.6% | $4,818-63.1% | $2,978-40.3% |
| Participant deferral / active EE | $2,753 | $3,194-13.8% | $5,680-51.5% | $5,017-45.1% |
| Admin fee / account holder | $14 | $153-90.9% | $13,210-99.9% | $145-90.4% |