Filed April 21, 2014 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOOMERSHINE CONSULTING GROUP Service code 11 · EIN 20-8714603 | Actuarial | $67,700 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $23,682 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $17,689 |
BALDWIN LAW GROUP1+ years Service code 29 · EIN 51-0568066 | Legal | $6,030 |
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 | $0 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | 0.43% | -2.05%+2.5pp | -2.13%+2.6pp | -2.16%+2.6pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |