Filed November 8, 2002 (most recent of 3 filings on file)
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 INC1+ years Filed as: NFP ADVISOR SERVICES LLP Service code 27 1250 CAPITAL OF TEXAS · AUSTIN, TX 78746 | Advisory (Plan) | $159,578 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 | Advisory (Plan) | $124,289 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $54,133 | $48,096+12.6% | $75,781-28.6% | $67,505-19.8% |
| Participation rate | 93.3% | 86.8%+6.5pp | 75.8%+17.5pp | 71.2%+22.1pp |
| Annual return | 0.47% | 0.30%+0.2pp | 9.68%-9.2pp | 6.52%-6.1pp |
| Employer contribution / active EE | $2,218 | $2,549-13.0% | $3,323-33.2% | $2,173+2.1% |
| Participant deferral / active EE | $5,674 | $3,109+82.5% | $3,651+55.4% | $3,597+57.8% |
| Admin fee / account holder | $26 | $82-67.7% | $5,299-99.5% | $56-52.8% |