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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $41,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $23,523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,355 | $92,745-57.6% | $89,340-55.9% | $103,975-62.1% |
| Participation rate | 91.5% | 78.0%+13.5pp | 69.6%+22.0pp | 72.5%+19.0pp |
| Annual return | 5.34% | 13.58%-8.2pp | 20.57%-15.2pp | 19.41%-14.1pp |
| Employer contribution / active EE | $523 | $3,754-86.1% | $2,231-76.6% | $3,722-86.0% |
| Participant deferral / active EE | $3,798 | $4,592-17.3% | $3,823-0.7% | $5,343-28.9% |
| Admin fee / account holder | $47 | $146-68.1% | $6,704-99.3% | $332-85.9% |