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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $209,808 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $143,751 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $27,000 |
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 | $117,884 | $82,783+42.4% | $133,956-12.0% | $90,288+30.6% |
| Participation rate | 80.8% | 81.3%-0.5pp | 79.8%+0.9pp | 73.4%+7.4pp |
| Annual return | 214.46% | 21.89%+192.6pp | 45.09%+169.4pp | 53.97%+160.5pp |
| Employer contribution / active EE | $620 | $2,388-74.0% | $3,919-84.2% | $2,524-75.4% |
| Participant deferral / active EE | $6,200 | $4,291+44.5% | $5,048+22.8% | $4,232+46.5% |
| Admin fee / account holder | $110 | $93+18.9% | $8,927-98.8% | $114-3.2% |