Filed November 3, 2013 (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 |
|---|---|---|
Service code 15 · EIN 35-0145825 C/O ONE AMERICA FINANCIAL PARTNERS · INDIANAPOLIS, IN 462060368 | Recordkeeping | $13,659 |
NFP RETIREMENT INC1 year Service code 16 | Consulting | $7,056 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 2600 KELLY ROAD · WARRINGTON, PA 18976 | Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,661 | $60,795-39.7% | $69,455-47.2% | $65,185-43.8% |
| Participation rate | 80.6% | 74.9%+5.7pp | 74.6%+5.9pp | 70.2%+10.4pp |
| Annual return | 1.36% | 17.46%-16.1pp | 28.97%-27.6pp | 29.38%-28.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $709 | $3,162-77.6% | $3,535-80.0% | $3,514-79.8% |
| Admin fee / account holder | $45 | $314-85.8% | $3,839-98.8% | $847-94.7% |