Filed July 29, 2015
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 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,163 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,141 | $73,638+296.7% | $95,952+204.5% | $73,488+297.5% |
| Participation rate | 98.6% | 76.2%+22.5pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 16.70% | 16.78%-0.1pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,486 | $1,863+33.4% | $2,541-2.2% | $2,270+9.5% |
| Participant deferral / active EE | $8,233 | $3,617+127.6% | $4,167+97.6% | $3,740+120.2% |
| Admin fee / account holder | $60 | $482-87.6% | $6,795-99.1% | $513-88.4% |