Filed December 10, 1997
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $219,699 |
FIRST LIGHT RETIREMENT LLC3 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $106,601 |
NATIONAL BENEFIT SERVICES, LLC9+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $60,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $246,662 | $106,028+132.6% | $146,958+67.8% | $77,643+217.7% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 24.93% | 56.73%-31.8pp | 418.34%-393.4pp | 31.24%-6.3pp |
| Employer contribution / active EE | $12,895 | $4,063+217.4% | $4,933+161.4% | $2,726+373.1% |
| Participant deferral / active EE | $8,030 | $7,990+0.5% | $8,070-0.5% | $4,647+72.8% |
| Admin fee / account holder | $568 | $337+68.2% | $12,998-95.6% | $430+31.9% |