Filed May 16, 2005
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 LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $14,775 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,776 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,907 | $57,108-35.4% | $94,224-60.8% | $52,331-29.5% |
| Participation rate | 62.1% | 72.9%-10.8pp | 78.8%-16.7pp | 68.1%-6.0pp |
| Annual return | 0.41% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,888 | $1,735+8.8% | $3,587-47.3% | $1,882+0.4% |
| Participant deferral / active EE | $3,751 | $3,040+23.4% | $4,320-13.2% | $3,022+24.1% |
| Admin fee / account holder | $43 | $546-92.1% | $6,269-99.3% | $592-92.7% |