Filed August 30, 2011
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 INC1+ years Filed as: NFP SECURITIES INC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $10,118 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,074 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,571 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,136 | $37,117-64.6% | $147,614-91.1% | $55,191-76.2% |
| Participation rate | 86.2% | 63.6%+22.6pp | 84.6%+1.6pp | 69.2%+17.0pp |
| Annual return | 0.10% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $533 | $1,620-67.1% | $5,564-90.4% | $1,899-71.9% |
| Participant deferral / active EE | $1,493 | $1,985-24.8% | $4,895-69.5% | $3,046-51.0% |
| Admin fee / account holder | $41 | $86-51.6% | $11,611-99.6% | $91-54.4% |