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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $58,868 |
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Consulting | $25,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,496 | $66,457+149.0% | $81,382+103.4% | $77,643+113.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 15.42% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $8,751 | $2,159+305.3% | $2,463+255.3% | $2,726+221.0% |
| Participant deferral / active EE | $10,686 | $3,679+190.5% | $3,883+175.2% | $4,647+130.0% |
| Admin fee / account holder | $174 | $583-70.1% | $5,768-97.0% | $430-59.5% |