Filed November 9, 2005 (most recent of 4 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 55 | Other Commissions | $34,077 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,568 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $5,000 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 55 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Other Commissions | $0 |
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 | $60,062 | $72,770-17.5% | $67,652-11.2% | $55,191+8.8% |
| Participation rate | 77.2% | 78.8%-1.6pp | 75.7%+1.5pp | 69.2%+8.0pp |
| Annual return | -0.02% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,666 | $1,769-5.8% | $2,266-26.5% | $1,899-12.3% |
| Participant deferral / active EE | $3,197 | $3,408-6.2% | $3,560-10.2% | $3,046+5.0% |
| Admin fee / account holder | $32 | $79-59.9% | $4,821-99.3% | $91-65.2% |