Filed October 30, 2008
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 Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $50,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $18,720 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$38,023 |
Annual investment return 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 | $104,117 | $99,078+5.1% | $96,544+7.8% | $74,419+39.9% |
| Participation rate | 94.8% | 80.7%+14.1pp | 76.0%+18.8pp | 70.7%+24.1pp |
| Annual return | 14.09% | 22.48%-8.4pp | 25.84%-11.7pp | 34.38%-20.3pp |
| Employer contribution / active EE | $6,179 | $2,570+140.4% | $2,965+108.4% | $2,637+134.3% |
| Participant deferral / active EE | $3,645 | $4,933-26.1% | $4,851-24.9% | $4,528-19.5% |
| Admin fee / account holder | $27 | $225-87.8% | $8,252-99.7% | $348-92.1% |