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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $28,057 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,313 |
Employer contribution per participant 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 | $41,298 | $76,173-45.8% | $81,382-49.3% | $199,593-79.3% |
| Participation rate | 84.0% | 76.3%+7.8pp | 69.5%+14.5pp | 72.0%+12.0pp |
| Annual return | 18.25% | 15.59%+2.7pp | 24.73%-6.5pp | 34.25%-16.0pp |
| Employer contribution / active EE | $416 | $2,792-85.1% | $2,463-83.1% | $3,034-86.3% |
| Participant deferral / active EE | $3,024 | $4,201-28.0% | $3,883-22.1% | $5,087-40.6% |
| Admin fee / account holder | $30 | $146-79.1% | $5,768-99.5% | $269-88.7% |