Filed June 28, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,639 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 13 · EIN 33-0905143 | Contract Administrator | $48,752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,522 | $108,549-58.1% | $156,263-70.9% | $85,563-46.8% |
| Participation rate | 99.3% | 77.1%+22.2pp | 78.9%+20.3pp | 66.0%+33.3pp |
| Annual return | 15.99% | 21.79%-5.8pp | 59.47%-43.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,109 | $2,690-21.6% | $4,333-51.3% | $2,654-20.5% |
| Participant deferral / active EE | $4,189 | $4,800-12.7% | $6,158-32.0% | $4,375-4.3% |
| Admin fee / account holder | $150 | $650-77.0% | $14,255-99.0% | $834-82.1% |