Filed December 24, 2004
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 RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,633 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,589 |
Annual investment return 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 | $31,574 | $59,186-46.7% | $76,768-58.9% | $56,287-43.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 77.0%+16.3pp | 69.9%+23.4pp |
| Annual return | -7.75% | 6.62%-14.4pp | 2.43%-10.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,123 | $1,759-36.2% | $2,485-54.8% | $2,111-46.8% |
| Participant deferral / active EE | $2,948 | $3,255-9.4% | $3,852-23.5% | $3,350-12.0% |
| Admin fee / account holder | $118 | $489-75.8% | $6,675-98.2% | $521-77.3% |