Filed December 16, 2014
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 |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC. Service code 27 | Advisory (Plan) | $46,832 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,855 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 | Other Services | $22 |
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 | $38,295 | $62,267-38.5% | $110,238-65.3% | $55,725-31.3% |
| Participation rate | 81.2% | 78.1%+3.0pp | 79.8%+1.4pp | 70.9%+10.3pp |
| Annual return | -1.27% | -1.07%-0.2pp | 314.74%-316.0pp | 244.93%-246.2pp |
| Employer contribution / active EE | $1,001 | $1,941-48.4% | $3,826-73.8% | $2,078-51.8% |
| Participant deferral / active EE | $2,588 | $3,516-26.4% | $4,672-44.6% | $3,356-22.9% |
| Admin fee / account holder | $12 | $121-89.8% | $8,547-99.9% | $115-89.3% |