Filed February 15, 2006
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 06-1050034 | Contract Administrator | $88,616 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,500 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,285 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,079 | $92,303+155.8% | $152,466+54.8% | $86,799+172.0% |
| Participation rate | 98.5% | 81.1%+17.5pp | 78.2%+20.3pp | 72.3%+26.2pp |
| Annual return | 15.26% | 531.69%-516.4pp | 757.33%-742.1pp | 97.91%-82.7pp |
| Employer contribution / active EE | $7,557 | $3,748+101.6% | $4,327+74.7% | $2,405+214.2% |
| Participant deferral / active EE | $9,919 | $5,599+77.2% | $5,820+70.4% | $4,131+140.1% |
| Admin fee / account holder | $219 | $150+46.4% | $15,805-98.6% | $170+29.4% |