Filed April 29, 2008 (most recent of 2 filings on file)
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+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $29,265 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,003 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $10,029 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,654 | $31,109+140.0% | $67,711+10.3% | $52,331+42.7% |
| Participation rate | 85.1% | 54.0%+31.1pp | 67.5%+17.6pp | 68.1%+17.0pp |
| Annual return | 1.74% | 23.70%-22.0pp | 25.41%-23.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,306 | $1,076+114.4% | $2,559-9.9% | $1,882+22.6% |
| Participant deferral / active EE | $3,868 | $1,970+96.3% | $3,585+7.9% | $3,022+28.0% |
| Admin fee / account holder | $295 | $466-36.7% | $4,255-93.1% | $592-50.2% |