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 CORPORATE SERVICES (SE), INC. Service code 27 · EIN 04-3754674 | Advisory (Plan) | $14,641 |
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,439 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,591 | $65,435+304.4% | $86,677+205.3% | $66,914+295.4% |
| Participation rate | 97.2% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | -16.30% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $5,521 | $2,153+156.4% | $2,836+94.6% | $2,544+117.0% |
| Participant deferral / active EE | $9,202 | $4,100+124.4% | $4,656+97.6% | $4,237+117.2% |
| Admin fee / account holder | $120 | $642-81.3% | $7,493-98.4% | $593-79.7% |