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 | $39,439 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,754 |
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 | $30,910 | $40,174-23.1% | $84,015-63.2% | $67,579-54.3% |
| Participation rate | 89.1% | 62.7%+26.4pp | 69.0%+20.0pp | 71.3%+17.8pp |
| Annual return | 25.17% | 25.82%-0.7pp | 71.31%-46.1pp | 378.56%-353.4pp |
| Employer contribution / active EE | $1,009 | $808+25.0% | $1,983-49.1% | $2,148-53.0% |
| Participant deferral / active EE | $2,792 | $2,301+21.3% | $3,239-13.8% | $3,539-21.1% |
| Admin fee / account holder | $152 | $128+18.7% | $6,101-97.5% | $142+7.0% |