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 | Investment management; Finders' fees ... | $14,047 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,650 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,874 |
NATIONAL FINANCIAL SERVICES8+ 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 | $176,216 | $59,107+198.1% | $86,436+103.9% | $68,494+157.3% |
| Participation rate | 95.7% | 75.2%+20.5pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -15.61% | -0.23%-15.4pp | 4394.89%-4410.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,201 | $2,519+185.9% | $3,769+91.1% | $2,596+177.3% |
| Participant deferral / active EE | $17,872 | $5,901+202.8% | $6,952+157.1% | $4,027+343.8% |
| Admin fee / account holder | $514 | $5,637-90.9% | $6,731-92.4% | $5,403-90.5% |