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 INC3+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $24,417 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,076 | $60,545+12.4% | $92,233-26.2% | $69,631-2.2% |
| Participation rate | 32.3% | 72.2%-39.9pp | 76.5%-44.2pp | 70.7%-38.4pp |
| Annual return | 18.88% | 19.71%-0.8pp | 176.28%-157.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,548 | $2,828-45.2% | $3,897-60.3% | $3,224-52.0% |
| Admin fee / account holder | $101 | $145-30.3% | $5,194-98.1% | $110-8.7% |