Filed September 16, 1992
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 SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $27,338 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,123 | $50,464+76.6% | $75,781+17.6% | $52,331+70.3% |
| Participation rate | 48.4% | 66.8%-18.4pp | 75.8%-27.4pp | 68.1%-19.7pp |
| Annual return | -1.21% | 1.03%-2.2pp | 9.68%-10.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,502 | $1,988-24.5% | $3,323-54.8% | $1,882-20.2% |
| Participant deferral / active EE | $3,005 | $2,570+16.9% | $3,651-17.7% | $3,022-0.6% |
| Admin fee / account holder | $169 | $1,103-84.7% | $5,299-96.8% | $592-71.5% |