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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,240 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,999 | $65,118+85.8% | $76,768+57.6% | $55,725+117.1% |
| Participation rate | 90.2% | 79.6%+10.6pp | 77.0%+13.3pp | 70.9%+19.4pp |
| Annual return | -5.70% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,235 | $1,941+169.7% | $2,485+110.6% | $2,078+151.9% |
| Participant deferral / active EE | $9,496 | $3,688+157.5% | $3,852+146.6% | $3,356+183.0% |
| Admin fee / account holder | $261 | $116+125.6% | $6,675-96.1% | $115+127.0% |