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 |
|---|---|---|
NFP RETIREMENT INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,410 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $5,345 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $3,436 |
NATIONAL FINANCIAL SERVICES9+ 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 | $217,154 | $68,346+217.7% | $94,646+129.4% | $75,163+188.9% |
| Participation rate | 90.7% | 76.1%+14.6pp | 80.8%+9.9pp | 67.2%+23.5pp |
| Annual return | 19.53% | 616.93%-597.4pp | 156.71%-137.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $7,711 | $2,701+185.5% | $3,672+110.0% | $2,670+188.8% |
| Participant deferral / active EE | $19,391 | $6,537+196.6% | $7,418+161.4% | $4,125+370.1% |
| Admin fee / account holder | $476 | $5,326-91.1% | $7,231-93.4% | $5,651-91.6% |