Filed July 19, 2013
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 | $119,971 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,607 |
ARONSON LLC1+ years Service code 10 · EIN 37-1611326 | Accounting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,374 | $34,220+64.7% | $73,843-23.7% | $59,188-4.8% |
| Participation rate | 71.0% | 59.1%+11.9pp | 73.4%-2.4pp | 69.4%+1.6pp |
| Annual return | 2.08% | 3.36%-1.3pp | 2267.84%-2265.8pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,304 | $1,480+55.7% | $2,787-17.4% | $2,098+9.8% |
| Participant deferral / active EE | $5,143 | $2,035+152.7% | $3,583+43.5% | $3,265+57.5% |
| Admin fee / account holder | $23 | $64-64.6% | $4,880-99.5% | $92-75.4% |