Filed August 28, 1998
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 13 · EIN 06-1050034 | Contract Administrator | $196,506 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,668 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,197 | $84,000+49.0% | $119,609+4.7% | $77,904+60.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -16.29% | -11.59%-4.7pp | -14.97%-1.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $5,398 | $2,907+85.7% | $4,232+27.6% | $2,848+89.6% |
| Participant deferral / active EE | $9,746 | $4,705+107.1% | $5,602+74.0% | $4,806+102.8% |
| Admin fee / account holder | $130 | $116+12.3% | $10,323-98.7% | $133-1.9% |