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 | $94,565 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,500 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,335 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,450 | $72,482+177.9% | $129,110+56.0% | $64,808+210.8% |
| Participation rate | 99.4% | 79.2%+20.2pp | 77.3%+22.2pp | 71.5%+27.9pp |
| Annual return | -12.26% | -9.08%-3.2pp | -10.94%-1.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $8,873 | $4,247+108.9% | $5,052+75.6% | $2,506+254.1% |
| Participant deferral / active EE | $11,549 | $5,679+103.4% | $6,542+76.5% | $4,310+167.9% |
| Admin fee / account holder | $130 | $144-10.2% | $14,302-99.1% | $188-31.0% |