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 | $220,407 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 | Accounting | $70,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,720 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | 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 | $186,275 | $130,084+43.2% | $138,135+34.8% | $90,288+106.3% |
| Participation rate | 93.1% | 86.0%+7.1pp | 78.7%+14.4pp | 73.4%+19.7pp |
| Annual return | 11.73% | 14.63%-2.9pp | 20.51%-8.8pp | 53.97%-42.2pp |
| Employer contribution / active EE | $5,931 | $5,865+1.1% | $5,587+6.2% | $2,524+135.0% |
| Participant deferral / active EE | $7,711 | $7,099+8.6% | $6,431+19.9% | $4,232+82.2% |
| Admin fee / account holder | $166 | $187-11.0% | $11,856-98.6% | $114+45.5% |