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 | $189,822 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 20-5582309 | Advisory (Plan) | $42,056 |
Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,732 | $56,095+35.0% | $178,490-57.6% | $90,288-16.1% |
| Participation rate | 59.3% | 65.6%-6.2pp | 81.9%-22.6pp | 73.4%-14.0pp |
| Annual return | 15.74% | 28.81%-13.1pp | 151.07%-135.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $2,070 | $1,572+31.7% | $5,011-58.7% | $2,524-18.0% |
| Participant deferral / active EE | $3,143 | $2,669+17.8% | $5,202-39.6% | $4,232-25.7% |
| Admin fee / account holder | $102 | $101+1.3% | $13,984-99.3% | $114-10.6% |