Filed February 1, 2010
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANN C Service code 99 | Other Fees | $32,000 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,238 | $46,292+19.3% | $143,757-61.6% | $64,808-14.8% |
| Participation rate | 63.9% | 64.2%-0.3pp | 80.3%-16.4pp | 71.5%-7.5pp |
| Annual return | -16.85% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,441 | $1,910-24.5% | $4,951-70.9% | $2,506-42.5% |
| Participant deferral / active EE | $3,083 | $2,646+16.5% | $5,637-45.3% | $4,310-28.5% |
| Admin fee / account holder | $316 | $154+105.2% | $14,673-97.8% | $188+68.0% |