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 | $49,307 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,130 |
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 | $23,476 | $47,126-50.2% | $149,673-84.3% | $74,419-68.5% |
| Participation rate | 92.8% | 63.4%+29.4pp | 78.8%+14.1pp | 70.7%+22.1pp |
| Annual return | 14.94% | 22.75%-7.8pp | 134.42%-119.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $213 | $1,905-88.8% | $4,818-95.6% | $2,637-91.9% |
| Participant deferral / active EE | $2,030 | $2,728-25.6% | $5,680-64.3% | $4,528-55.2% |
| Admin fee / account holder | $152 | $343-55.7% | $13,210-98.9% | $348-56.3% |