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 | $195,708 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,000 |
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 | $142,067 | $84,993+67.1% | $129,995+9.3% | $80,160+77.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 17.85% | 23.76%-5.9pp | -137.18%+155.0pp | 40.38%-22.5pp |
| Employer contribution / active EE | $5,558 | $3,051+82.1% | $4,320+28.7% | $2,978+86.6% |
| Participant deferral / active EE | $10,111 | $4,984+102.9% | $5,820+73.7% | $5,017+101.5% |
| Admin fee / account holder | $128 | $391-67.2% | $10,614-98.8% | $145-11.5% |