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 | $49,816 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,829 | $43,466-65.9% | $90,951-83.7% | $90,288-83.6% |
| Participation rate | 82.9% | 62.5%+20.5pp | 69.0%+13.9pp | 73.4%+9.6pp |
| Annual return | 16.21% | 25.26%-9.0pp | 134.60%-118.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $570 | $840-32.1% | $2,122-73.1% | $2,524-77.4% |
| Participant deferral / active EE | $1,508 | $2,138-29.4% | $3,373-55.3% | $4,232-64.4% |
| Admin fee / account holder | $73 | $92-20.3% | $5,959-98.8% | $114-35.8% |