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 | $116,081-60.8% | $156,181-70.9% | $79,634-42.8% |
| Participation rate | 99.3% | 75.6%+23.7pp | 78.8%+20.4pp | 62.5%+36.8pp |
| Annual return | 15.99% | 15.89%+0.1pp | 64.87%-48.9pp | 36.46%-20.5pp |
| Employer contribution / active EE | $2,109 | $2,828-25.4% | $4,294-50.9% | $2,529-16.6% |
| Participant deferral / active EE | $4,189 | $4,584-8.6% | $6,132-31.7% | $3,835+9.2% |
| Admin fee / account holder | $150 | $854-82.5% | $14,586-99.0% | $1,002-85.1% |