Filed January 3, 2012
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 ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $0 |
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 | $26,019 | $41,854-37.8% | $73,843-64.8% | $52,331-50.3% |
| Participation rate | 92.9% | 66.2%+26.7pp | 73.4%+19.5pp | 68.1%+24.8pp |
| Annual return | 1.74% | 2.11%-0.4pp | 2267.84%-2266.1pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,274 | $1,920-33.7% | $2,787-54.3% | $1,882-32.3% |
| Participant deferral / active EE | $4,480 | $2,498+79.3% | $3,583+25.0% | $3,022+48.2% |
| Admin fee / account holder | $9 | $493-98.2% | $4,880-99.8% | $592-98.5% |