Filed February 11, 2011
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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $42,599 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,445 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,318 | $84,936-32.5% | $111,297-48.5% | $79,386-27.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 77.3%+0.5pp | 70.7%+7.1pp |
| Annual return | 14.73% | 17.45%-2.7pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $714 | $1,979-63.9% | $2,731-73.8% | $2,427-70.6% |
| Participant deferral / active EE | $3,224 | $3,888-17.1% | $4,487-28.2% | $4,046-20.3% |
| Admin fee / account holder | $335 | $537-37.7% | $7,964-95.8% | $626-46.5% |