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 INC3 years 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 | -$14,606 |
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 | $100,449 | $59,263+69.5% | $96,562+4.0% | $79,386+26.5% |
| Participation rate | 97.5% | 61.9%+35.6pp | 69.8%+27.7pp | 70.7%+26.8pp |
| Annual return | 18.14% | 27.07%-8.9pp | 37.78%-19.6pp | 116.85%-98.7pp |
| Employer contribution / active EE | $3,605 | $1,216+196.6% | $2,356+53.0% | $2,427+48.5% |
| Participant deferral / active EE | $5,071 | $2,948+72.0% | $3,849+31.8% | $4,046+25.3% |
| Admin fee / account holder | $39 | $658-94.2% | $6,181-99.4% | $626-93.9% |