Filed April 22, 2016
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 15 · EIN 13-3689044 | Recordkeeping | $56,607 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,683 | $28,416-37.8% | $73,545-76.0% | $69,631-74.6% |
| Participation rate | 74.1% | 38.3%+35.7pp | 54.9%+19.2pp | 70.7%+3.4pp |
| Annual return | 35.08% | -694.13%+729.2pp | -15.16%+50.2pp | 27571.02%-27535.9pp |
| Employer contribution / active EE | $210 | $430-51.2% | $1,219-82.7% | $2,032-89.7% |
| Participant deferral / active EE | $1,352 | $897+50.7% | $1,806-25.2% | $3,224-58.1% |
| Admin fee / account holder | $124 | $104+18.5% | $2,320-94.7% | $110+12.0% |