Filed October 18, 2004
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 13 · EIN 42-0127290 | Contract Administrator | $282,868 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,281 | $53,136+66.1% | $155,509-43.2% | $199,593-55.8% |
| Participation rate | 54.8% | 64.1%-9.3pp | 78.2%-23.4pp | 72.0%-17.2pp |
| Annual return | 12.52% | 41.15%-28.6pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,703 | $1,851-8.0% | $4,672-63.5% | $3,034-43.9% |
| Participant deferral / active EE | $3,422 | $3,161+8.3% | $5,626-39.2% | $5,087-32.7% |
| Admin fee / account holder | $124 | $185-32.9% | $15,912-99.2% | $269-53.7% |