Filed January 24, 2011 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,193 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,162 | $50,127-51.8% | $149,673-83.9% | $80,160-69.9% |
| Participation rate | 91.5% | 64.3%+27.3pp | 78.8%+12.8pp | 72.9%+18.6pp |
| Annual return | 24.20% | 29.82%-5.6pp | 134.42%-110.2pp | 40.38%-16.2pp |
| Employer contribution / active EE | $924 | $1,865-50.4% | $4,818-80.8% | $2,978-69.0% |
| Participant deferral / active EE | $3,224 | $3,194+1.0% | $5,680-43.2% | $5,017-35.7% |
| Admin fee / account holder | $87 | $153-43.2% | $13,210-99.3% | $145-40.2% |