Filed July 28, 2010
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 SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY STE 600 · WEST LAKE HILLS, TX 78746 | Other Commissions | $27,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,863 |
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 | $28,316 | $33,745-16.1% | $64,105-55.8% | $55,191-48.7% |
| Participation rate | 83.4% | 59.4%+24.0pp | 68.2%+15.2pp | 69.2%+14.2pp |
| Annual return | 2.79% | 4.95%-2.2pp | 791.24%-788.5pp | 10.78%-8.0pp |
| Employer contribution / active EE | $900 | $641+40.4% | $1,820-50.5% | $1,899-52.6% |
| Participant deferral / active EE | $2,555 | $1,929+32.4% | $2,822-9.4% | $3,046-16.1% |
| Admin fee / account holder | $10 | $94-89.9% | $4,499-99.8% | $91-89.5% |