Filed February 26, 2015 (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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $22,910 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,761 |
BARLEY MCNAMARA WILD1+ years Service code 10 · EIN 27-3236857 | Accounting | $6,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,054 | $55,657-71.2% | $63,412-74.7% | $55,191-70.9% |
| Participation rate | 77.9% | 63.4%+14.5pp | 67.1%+10.8pp | 69.2%+8.7pp |
| Annual return | 1.03% | -0.22%+1.2pp | 4.04%-3.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $657 | $1,026-36.0% | $1,814-63.8% | $1,899-65.4% |
| Participant deferral / active EE | $2,523 | $1,817+38.9% | $2,496+1.1% | $3,046-17.2% |
| Admin fee / account holder | $30 | $272-88.8% | $3,753-99.2% | $91-66.5% |