Filed September 7, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,609 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,725 | $176,491-65.6% | $95,952-36.7% | $90,288-32.7% |
| Participation rate | 93.4% | 86.6%+6.8pp | 77.1%+16.3pp | 73.4%+20.0pp |
| Annual return | 206.85% | 20.14%+186.7pp | 91.61%+115.2pp | 53.97%+152.9pp |
| Employer contribution / active EE | $529 | $2,789-81.0% | $2,541-79.2% | $2,524-79.1% |
| Participant deferral / active EE | $3,748 | $5,340-29.8% | $4,167-10.0% | $4,232-11.4% |
| Admin fee / account holder | $69 | $154-55.3% | $6,795-99.0% | $114-39.6% |