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 | $52,088 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $30,000 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $14,750 |
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 | $137,946 | $73,404+87.9% | $87,100+58.4% | $67,579+104.1% |
| Participation rate | 91.6% | 80.9%+10.8pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 21.43% | 48.29%-26.9pp | 28.19%-6.8pp | 378.56%-357.1pp |
| Employer contribution / active EE | $5,574 | $2,014+176.8% | $2,521+121.1% | $2,148+159.5% |
| Participant deferral / active EE | $9,720 | $3,913+148.4% | $4,049+140.1% | $3,539+174.6% |
| Admin fee / account holder | $243 | $142+71.4% | $7,497-96.8% | $142+70.6% |