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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,930 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,980 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,172 | $65,376-40.1% | $87,100-55.0% | $65,185-39.9% |
| Participation rate | 95.0% | 75.3%+19.7pp | 76.9%+18.2pp | 70.2%+24.8pp |
| Annual return | 22.21% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,180 | $1,822-35.2% | $2,521-53.2% | $2,177-45.8% |
| Participant deferral / active EE | $3,279 | $3,388-3.2% | $4,049-19.0% | $3,514-6.7% |
| Admin fee / account holder | $150 | $520-71.2% | $7,497-98.0% | $847-82.3% |