Filed February 21, 2006 (most recent of 3 filings on file)
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 | $133,242 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $39,579 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 26 · EIN 33-0905143 | Advisory (Participants) | $15,095 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,458 | $188,991-22.5% | $103,476+41.5% | $199,593-26.6% |
| Participation rate | 96.2% | 93.2%+3.0pp | 80.5%+15.7pp | 72.0%+24.2pp |
| Annual return | 15.27% | 15.75%-0.5pp | 23.90%-8.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,754 | $6,583-27.8% | $4,672+1.7% | $3,034+56.7% |
| Participant deferral / active EE | $7,179 | $10,334-30.5% | $6,623+8.4% | $5,087+41.1% |
| Admin fee / account holder | $125 | $114+9.1% | $9,413-98.7% | $269-53.5% |