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 INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,586 |
MILLER KAPLAN ARASE LLP6+ years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $5,000 |
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 | $158,416 | $73,638+115.1% | $95,952+65.1% | $73,488+115.6% |
| Participation rate | 94.4% | 76.2%+18.3pp | 77.1%+17.3pp | 70.7%+23.7pp |
| Annual return | 12.78% | 16.78%-4.0pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $7,089 | $1,863+280.5% | $2,541+179.0% | $2,270+212.3% |
| Participant deferral / active EE | $11,514 | $3,617+218.3% | $4,167+176.3% | $3,740+207.9% |
| Admin fee / account holder | $289 | $482-40.0% | $6,795-95.7% | $513-43.6% |