Filed March 17, 2017
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 Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $24,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,523 |
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 | $76,522 | $49,138+55.7% | $84,015-8.9% | $65,185+17.4% |
| Participation rate | 94.0% | 60.7%+33.3pp | 69.0%+25.0pp | 70.2%+23.8pp |
| Annual return | 23.07% | 23.00%+0.1pp | 71.31%-48.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,182 | $914+29.4% | $1,983-40.4% | $2,177-45.7% |
| Participant deferral / active EE | $3,882 | $2,397+61.9% | $3,239+19.9% | $3,514+10.5% |
| Admin fee / account holder | $44 | $543-91.9% | $6,101-99.3% | $847-94.8% |