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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,230 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $70,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,276 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $17,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,563 | $96,486+119.3% | $153,432+37.9% | $77,671+172.4% |
| Participation rate | 95.3% | 81.6%+13.6pp | 77.1%+18.2pp | 70.6%+24.7pp |
| Annual return | 10.96% | 14.44%-3.5pp | 15.66%-4.7pp | 31.21%-20.2pp |
| Employer contribution / active EE | $10,241 | $5,224+96.0% | $5,038+103.3% | $2,726+275.6% |
| Participant deferral / active EE | $13,247 | $6,609+100.4% | $6,757+96.0% | $4,648+185.0% |
| Admin fee / account holder | $312 | $182+70.8% | $12,725-97.6% | $430-27.6% |