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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,348 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,997 |
ACTUARIAL BENEFITS CORP5 years Service code 13 | Contract Administrator | $3,249 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,116 | $48,795+2.7% | $65,493-23.5% | $84,808-40.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 8.17% | 20.20%-12.0pp | 982.45%-974.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $3,079 | $1,930+59.6% | $2,574+19.6% | $2,631+17.0% |
| Participant deferral / active EE | $4,935 | $2,928+68.5% | $3,961+24.6% | $4,212+17.2% |
| Admin fee / account holder | $272 | $3,877-93.0% | $5,028-94.6% | $7,344-96.3% |