Filed February 7, 2007 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $845,372 |
NFP RETIREMENT INC1 year Filed as: NFP CORP SERVICE Service code 17 · EIN 41-1505971 | Pension Consulting | $12,283 |
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 | $159,305 | $117,928+35.1% | $77,999+104.2% | $65,292+144.0% |
| Participation rate | 98.8% | 85.6%+13.2pp | 75.5%+23.3pp | 72.4%+26.4pp |
| Annual return | 6.87% | 11.37%-4.5pp | 425.96%-419.1pp | 11.84%-5.0pp |
| Employer contribution / active EE | $7,566 | $3,999+89.2% | $2,470+206.3% | $2,302+228.7% |
| Participant deferral / active EE | $6,462 | $5,945+8.7% | $3,497+84.8% | $3,579+80.6% |
| Admin fee / account holder | $114 | $66+72.8% | $5,480-97.9% | $57+99.4% |