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 INC4 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,795 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,735 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 22 · EIN 74-2794194 | Insurance Broker | $8,147 |
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 | $54,456 | $39,948+36.3% | $89,391-39.1% | $73,409-25.8% |
| Participation rate | 46.2% | 50.4%-4.2pp | 68.0%-21.7pp | 72.2%-25.9pp |
| Annual return | 18.70% | 50.12%-31.4pp | 245.62%-226.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,035 | $1,200-13.7% | $2,586-60.0% | $2,234-53.6% |
| Participant deferral / active EE | $2,519 | $2,193+14.9% | $3,890-35.2% | $3,805-33.8% |
| Admin fee / account holder | $141 | $134+4.7% | $4,881-97.1% | $158-11.0% |