Filed August 4, 2009 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $242,382 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,620 | $110,699-56.1% | $177,821-72.7% | $90,288-46.1% |
| Participation rate | 97.7% | 88.3%+9.4pp | 87.7%+10.0pp | 73.4%+24.4pp |
| Annual return | 17.27% | 22.79%-5.5pp | 48.32%-31.1pp | 53.97%-36.7pp |
| Employer contribution / active EE | $2,834 | $4,118-31.2% | $5,918-52.1% | $2,524+12.3% |
| Participant deferral / active EE | $4,103 | $6,731-39.0% | $7,714-46.8% | $4,232-3.0% |
| Admin fee / account holder | $89 | $90-1.0% | $12,427-99.3% | $114-21.8% |