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 INC2 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $18,640 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $371 |
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 | $117,783 | $88,890+32.5% | $102,423+15.0% | $77,643+51.7% |
| Participation rate | 80.6% | 80.9%-0.4pp | 76.5%+4.1pp | 70.6%+10.0pp |
| Annual return | 10.85% | 24.98%-14.1pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $5,906 | $2,698+118.9% | $3,023+95.4% | $2,726+116.7% |
| Participant deferral / active EE | $3,401 | $5,145-33.9% | $5,053-32.7% | $4,647-26.8% |
| Admin fee / account holder | $64 | $235-72.8% | $9,451-99.3% | $430-85.1% |