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 64 | Recordkeeping Fees | $3 |
NFP RETIREMENT INC4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,502 | $50,815+42.7% | $155,509-53.4% | $77,643-6.6% |
| Participation rate | 39.8% | 63.1%-23.3pp | 78.2%-38.4pp | 70.6%-30.8pp |
| Annual return | 14.49% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $903 | $1,993-54.7% | $4,672-80.7% | $2,726-66.9% |
| Participant deferral / active EE | $2,141 | $2,822-24.1% | $5,626-61.9% | $4,647-53.9% |
| Admin fee / account holder | $352 | $437-19.5% | $15,912-97.8% | $430-18.3% |