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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $210,552 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,447 |
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 | $182,117 | $126,111+44.4% | $142,449+27.8% | $80,160+127.2% |
| Participation rate | 93.2% | 87.5%+5.7pp | 76.8%+16.5pp | 72.9%+20.3pp |
| Annual return | 12.82% | 23.39%-10.6pp | 19.99%-7.2pp | 40.38%-27.6pp |
| Employer contribution / active EE | $6,256 | $6,430-2.7% | $4,847+29.1% | $2,978+110.1% |
| Participant deferral / active EE | $8,196 | $7,822+4.8% | $6,283+30.4% | $5,017+63.4% |
| Admin fee / account holder | $197 | $92+113.0% | $10,011-98.0% | $145+35.7% |