Filed March 5, 2013
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $242,729 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $133,750 |
MILLER KAPLAN ARASE LLP10+ years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $14,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,001 | $2,679,533-95.1% | $164,813-19.9% | $199,593-33.9% |
| Participation rate | 83.2% | 78.3%+4.9pp | 78.6%+4.6pp | 72.0%+11.2pp |
| Annual return | 13.01% | 17.93%-4.9pp | 69.93%-56.9pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,373 | $2,970-20.1% | $4,341-45.3% | $3,034-21.8% |
| Participant deferral / active EE | $7,717 | $5,010+54.1% | $6,031+28.0% | $5,087+51.7% |
| Admin fee / account holder | $107 | $1,982-94.6% | $12,690-99.2% | $269-60.4% |