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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,023 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,665 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,109 |
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 | $26,271 | $35,485-26.0% | $74,550-64.8% | $55,725-52.9% |
| Participation rate | 91.6% | 62.5%+29.1pp | 69.1%+22.5pp | 70.9%+20.7pp |
| Annual return | -4.82% | 0.72%-5.5pp | 32.53%-37.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $828 | $777+6.5% | $1,961-57.8% | $2,078-60.2% |
| Participant deferral / active EE | $2,485 | $2,181+14.0% | $3,108-20.0% | $3,356-25.9% |
| Admin fee / account holder | $150 | $114+31.3% | $5,060-97.0% | $115+30.3% |