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 INC2+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $27,219 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $91,606 | $57,921+58.2% | $84,750+8.1% | $57,658+58.9% |
| Participation rate | 46.3% | 72.9%-26.6pp | 76.6%-30.3pp | 70.2%-23.9pp |
| Annual return | 6.40% | 10.24%-3.8pp | 22.78%-16.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,443 | $2,598-44.5% | $3,574-59.6% | $1,974-26.9% |
| Participant deferral / active EE | $2,490 | $2,742-9.2% | $3,712-32.9% | $3,061-18.7% |
| Admin fee / account holder | $165 | $130+27.1% | $5,332-96.9% | $95+74.3% |