Filed June 8, 2009
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 | $43,866 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,753 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,695 | $82,917+17.8% | $103,333-5.5% | $77,643+25.8% |
| Participation rate | 98.3% | 71.6%+26.7pp | 74.5%+23.8pp | 70.6%+27.7pp |
| Annual return | 14.44% | 19.13%-4.7pp | 24.88%-10.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,901 | $3,552-18.3% | $3,868-25.0% | $2,726+6.4% |
| Participant deferral / active EE | $4,961 | $4,108+20.8% | $5,057-1.9% | $4,647+6.8% |
| Admin fee / account holder | $259 | $638-59.4% | $8,355-96.9% | $430-39.7% |