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 | $252,341 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $97,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,154 | $50,127+61.9% | $149,673-45.8% | $80,160+1.2% |
| Participation rate | 57.3% | 64.3%-6.9pp | 78.8%-21.4pp | 72.9%-15.6pp |
| Annual return | 15.10% | 29.82%-14.7pp | 134.42%-119.3pp | 40.38%-25.3pp |
| Employer contribution / active EE | $1,400 | $1,865-24.9% | $4,818-70.9% | $2,978-53.0% |
| Participant deferral / active EE | $3,561 | $3,194+11.5% | $5,680-37.3% | $5,017-29.0% |
| Admin fee / account holder | $134 | $153-12.5% | $13,210-99.0% | $145-7.8% |