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 INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $30,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,132 | $84,936-37.4% | $111,297-52.3% | $79,386-33.1% |
| Participation rate | 96.1% | 75.9%+20.2pp | 77.3%+18.7pp | 70.7%+25.4pp |
| Annual return | 12.57% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,206 | $1,979-39.1% | $2,731-55.8% | $2,427-50.3% |
| Participant deferral / active EE | $3,714 | $3,888-4.5% | $4,487-17.2% | $4,046-8.2% |
| Admin fee / account holder | $229 | $537-57.3% | $7,964-97.1% | $626-63.4% |