Filed February 25, 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 |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $79,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,260 |
WIPFLI LLP4 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $21,410 |
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 | $217,694 | $89,465+143.3% | $164,866+32.0% | $77,671+180.3% |
| Participation rate | 99.3% | 78.6%+20.7pp | 78.6%+20.7pp | 70.6%+28.7pp |
| Annual return | 14.58% | 28.81%-14.2pp | 69.97%-55.4pp | 31.21%-16.6pp |
| Employer contribution / active EE | $10,745 | $2,568+318.5% | $4,343+147.4% | $2,726+294.1% |
| Participant deferral / active EE | $12,375 | $4,897+152.7% | $6,033+105.1% | $4,648+166.2% |
| Admin fee / account holder | $155 | $340-54.3% | $12,689-98.8% | $430-64.0% |