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 INC5 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $82,114 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,940 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,401 | $41,647+52.2% | $96,139-34.1% | $86,799-27.0% |
| Participation rate | 45.0% | 50.2%-5.2pp | 68.4%-23.4pp | 72.3%-27.3pp |
| Annual return | 12.97% | 27.24%-14.3pp | 191.94%-179.0pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,149 | $1,318-12.8% | $2,797-58.9% | $2,405-52.2% |
| Participant deferral / active EE | $2,903 | $2,412+20.3% | $4,349-33.3% | $4,131-29.7% |
| Admin fee / account holder | $183 | $169+8.2% | $5,537-96.7% | $170+8.0% |