Filed October 31, 2000
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,390 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,219 |
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $51,201 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,661 | $241,101-40.0% | $103,333+40.0% | $199,593-27.5% |
| Participation rate | 85.8% | 78.3%+7.6pp | 74.5%+11.3pp | 72.0%+13.9pp |
| Annual return | 14.57% | 17.80%-3.2pp | 24.88%-10.3pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,797 | $4,244-10.5% | $3,868-1.8% | $3,034+25.2% |
| Participant deferral / active EE | $8,902 | $3,958+124.9% | $5,057+76.0% | $5,087+75.0% |
| Admin fee / account holder | $92 | $288-67.9% | $8,355-98.9% | $269-65.7% |