Filed February 14, 2019
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 | $229,261 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $78,000 |
Filed as: CARR, RIGGS, & INGRAM, LLC Service code 10 · EIN 72-1396612 | Accounting | $41,112 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $25,120 |
Filed as: EPSTEIN BECKER & GREEN P.C. Service code 10 · EIN 13-3031033 | Accounting | $25,060 |
Filed as: WILKINS FINSTON FRIEDMAN LAW GROUP Service code 16 · EIN 27-5546855 | Consulting | $13,425 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $8,326 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,393 | $102,389+165.1% | $100,516+170.0% | $90,288+200.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.4%+20.6pp | 73.4%+26.6pp |
| Annual return | 17.77% | 22.50%-4.7pp | 30.89%-13.1pp | 53.97%-36.2pp |
| Employer contribution / active EE | $5,556 | $3,056+81.8% | $3,418+62.6% | $2,524+120.1% |
| Participant deferral / active EE | $13,950 | $7,514+85.6% | $6,270+122.5% | $4,232+229.6% |
| Admin fee / account holder | $153 | $83+83.9% | $8,081-98.1% | $114+34.3% |