Filed August 31, 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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,420 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $9,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $131,706 | $64,909+102.9% | $82,313+60.0% | $62,292+111.4% |
| Participation rate | 96.6% | 74.9%+21.7pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 15.07% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $6,083 | $1,676+262.9% | $2,428+150.5% | $2,042+197.9% |
| Participant deferral / active EE | $10,335 | $3,103+233.0% | $3,706+178.9% | $3,169+226.1% |
| Admin fee / account holder | $223 | $440-49.3% | $5,608-96.0% | $479-53.5% |