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 | $248,487 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,500 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,335 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,534 |
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 | $170,300 | $108,592+56.8% | $129,110+31.9% | $77,904+118.6% |
| Participation rate | 94.6% | 84.8%+9.8pp | 77.3%+17.3pp | 73.7%+20.9pp |
| Annual return | -13.48% | -13.72%+0.2pp | -10.94%-2.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $6,171 | $5,713+8.0% | $5,052+22.2% | $2,848+116.7% |
| Participant deferral / active EE | $8,267 | $7,051+17.2% | $6,542+26.4% | $4,806+72.0% |
| Admin fee / account holder | $224 | $91+145.4% | $14,302-98.4% | $133+69.1% |