Filed March 23, 2014
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 INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $53,574 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,953 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $5,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,562 | $40,522+7.5% | $84,611-48.5% | $67,579-35.5% |
| Participation rate | 49.4% | 51.1%-1.7pp | 68.2%-18.8pp | 71.3%-21.9pp |
| Annual return | 19.49% | 32.72%-13.2pp | 258.74%-239.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $970 | $1,146-15.4% | $2,652-63.4% | $2,148-54.8% |
| Participant deferral / active EE | $2,406 | $2,132+12.9% | $3,899-38.3% | $3,539-32.0% |
| Admin fee / account holder | $127 | $145-12.4% | $4,912-97.4% | $142-10.6% |