Filed November 6, 2007
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 | $48,458 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,000 | $106,028+3.7% | $146,958-25.1% | $77,643+41.7% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 15.26% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,586 | $4,063-36.4% | $4,933-47.6% | $2,726-5.1% |
| Participant deferral / active EE | $5,431 | $7,990-32.0% | $8,070-32.7% | $4,647+16.9% |
| Admin fee / account holder | $232 | $337-31.3% | $12,998-98.2% | $430-46.2% |