Filed December 29, 2010
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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $15,095 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $14,040 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,675 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,168 | $77,145+167.2% | $108,410+90.2% | $85,850+140.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.94% | 44.54%-29.6pp | 905.27%-890.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $7,351 | $2,379+208.9% | $3,558+106.6% | $2,565+186.6% |
| Participant deferral / active EE | $17,244 | $5,566+209.8% | $6,563+162.8% | $3,952+336.4% |
| Admin fee / account holder | $378 | $5,172-92.7% | $7,295-94.8% | $6,260-94.0% |