Filed February 15, 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 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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,054 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,739 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $17,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,355 | $96,486+150.1% | $153,485+57.2% | $77,643+210.9% |
| Participation rate | 97.7% | 81.6%+16.1pp | 77.1%+20.6pp | 70.6%+27.1pp |
| Annual return | 14.34% | 14.44%-0.1pp | 15.65%-1.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $12,679 | $5,224+142.7% | $5,039+151.6% | $2,726+365.2% |
| Participant deferral / active EE | $15,160 | $6,609+129.4% | $6,757+124.4% | $4,647+226.2% |
| Admin fee / account holder | $279 | $182+53.1% | $12,724-97.8% | $430-35.1% |