Filed April 6, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,811 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,534 | $46,292-55.6% | $143,757-85.7% | $64,808-68.3% |
| Participation rate | 96.0% | 64.2%+31.7pp | 80.3%+15.7pp | 71.5%+24.5pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $218 | $1,910-88.6% | $4,951-95.6% | $2,506-91.3% |
| Participant deferral / active EE | $2,179 | $2,646-17.6% | $5,637-61.3% | $4,310-49.4% |
| Admin fee / account holder | $198 | $154+28.5% | $14,673-98.7% | $188+5.3% |