Filed February 21, 2006 (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 9-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 INC3+ years Filed as: NFP SECURITIES INC Service code 49 · EIN 74-2794194 | Other Services | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $1,438 |
KPMG LLP2 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $0 |
KPMG LLP2 years Service code 49 · EIN 13-5565207 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,307 | $64,909+153.1% | $82,313+99.6% | $62,292+163.8% |
| Participation rate | 89.7% | 74.9%+14.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 13.53% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,527 | $1,676-8.9% | $2,428-37.1% | $2,042-25.2% |
| Participant deferral / active EE | $6,850 | $3,103+120.7% | $3,706+84.8% | $3,169+116.1% |
| Admin fee / account holder | $7 | $440-98.5% | $5,608-99.9% | $479-98.6% |