Filed May 5, 2005
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $19,573 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $6,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,380 | $59,186-74.0% | $76,768-80.0% | $56,287-72.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 77.0%+13.9pp | 69.9%+21.1pp |
| Annual return | -0.03% | 6.62%-6.6pp | 2.43%-2.5pp | -9.96%+9.9pp |
| Employer contribution / active EE | $1,289 | $1,759-26.7% | $2,485-48.1% | $2,111-38.9% |
| Participant deferral / active EE | $3,261 | $3,255+0.2% | $3,852-15.3% | $3,350-2.7% |
| Admin fee / account holder | $169 | $489-65.4% | $6,675-97.5% | $521-67.6% |