Filed August 20, 2012
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 11 · EIN 06-1050034 | Actuarial | $177,683 |
NUVEEN10+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $37,761 |
NFP RETIREMENT INC9 years Service code 28 · EIN 33-0905143 | Investment Management | $25,781 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.3%-8.3pp | 0.0%0pp |
| Annual return | 7.99% | 10.77%-2.8pp | 9.71%-1.7pp | 10.77%-2.8pp |
| Employer contribution / active EE | $6,187 | $15,292-59.5% | $21,536-71.3% | $15,292-59.5% |
| Participant deferral / active EE | $1,105 | $1,813-39.1% | $42+2500.2% | $1,813-39.1% |
| Admin fee / account holder | $0 | $0 | - | - |