Filed March 9, 2006 (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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 28 · EIN 74-2794194 | Investment Management | $14,000 |
Filed as: HARDING, SHYMANSKI & COMPANY, P.S.C Service code 10 · EIN 35-1346211 | Accounting | $9,450 |
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 | $113,779 | $67,166+69.4% | $57,343+98.4% | $55,191+106.2% |
| Participation rate | 98.9% | 77.7%+21.2pp | 75.1%+23.8pp | 69.2%+29.8pp |
| Annual return | 1.72% | 4.22%-2.5pp | 24.39%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,879 | $2,812+73.5% | $2,689+81.5% | $1,899+156.9% |
| Participant deferral / active EE | $4,353 | $2,835+53.5% | $3,162+37.6% | $3,046+42.9% |
| Admin fee / account holder | $18 | $44-57.9% | $3,356-99.5% | $91-79.8% |